Lee Rycraft, financial advisor Watertown SD

Lee Rycraft

VisionPoint Advisory Group

CRD Number: 5770413
Current Firm: Lpl Financial LLC
Compensation Model: Both

Lee began his career in the financial services business in 2010, and he believes a strong plan is the foundation of a successful retirement. He is a small-town guy who believes in the importance of relationships and trust. He gets to know his clients well, and they get to know him. Together he helps them plan a very personalized approach to work towards their specific goals. Lee prides himself in providing his clients financial advice with integrity and a customized financial strategy. He receives great satisfaction in watching his clients work towards their goals and work towards retirement.

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Company Name Location Dates Years
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Lee Rycraft
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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