Signalpoint Asset Management LLC

Signalpoint Asset Management LLC (CRD# 147578) is a financial advisory firm headquartered in Springfield, MO. They manage $481,000,000 in 1,903 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    481
    MILLION
  • Total Number of Accounts
    1,903
    ACCOUNTS
  • Average Account Value
    $252,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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.

AR, AZ, CA, CO, FL, HI, IL, KS, LA, MI, MO, NC, NE, NH, NY, OK, TX, WI

Financial Advisors at Signalpoint Asset Management LLC
Showing 1 - 10 of 10 top financial advisors.
1
Andrea L. Batey
CRD#: 2749691
1201 E. Walnut St, Springfield, MO 65802
93
Wealthminder
score

Andrea Batey (CRD# 2749691) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Springfield, MO and has over 18 years of experience in the finance industry.

2
Brandon S. Bundt
CRD#: 4920472
Ankeny, IA
93
Wealthminder
score

Brandon Bundt (CRD# 4920472) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Ankeny, IA and has over 12 years of experience in the finance industry.

3
Molly M. Crider
CRD#: 4683898
1201 E. Walnut Street, Springfield, MO 65802
93
Wealthminder
score

Molly Crider (CRD# 4683898) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Springfield, MO and has over 11 years of experience in the finance industry.

4
Carolyn M. Hoffman
CRD#: 2980726
1201 E. Walnut St, Springfield, MO 65802
93
Wealthminder
score

Carolyn Hoffman (CRD# 2980726) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Springfield, MO and has over 19 years of experience in the finance industry.

5
Cathy J. Lilley
CRD#: 3097488
1201 E. Walnut Street, Springfield, MO 65802
93
Wealthminder
score

Cathy Lilley (CRD# 3097488) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Springfield, MO and has over 18 years of experience in the finance industry.

6
Thomas M. Veale
CRD#: 5558203
1201 E. Walnut, Springfield, MO 65802
93
Wealthminder
score

Thomas Veale (CRD# 5558203) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Springfield, MO and has over 9 years of experience in the finance industry.

7
Michael J. Orzel
CRD#: 2918793
Matthews, NC
73
Wealthminder
score

Michael Orzel (CRD# 2918793) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Matthews, NC and has over 20 years of experience in the finance industry.

8
John W. Handy
CRD#: 1580981
3105 Cross Street, Madison, WI 53711
53
Wealthminder
score

John Handy (CRD# 1580981) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Madison, WI and has over 29 years of experience in the finance industry.

9
Dennis Walker
CRD#: 1058338
1201 E. Walnut Street, Springfield, MO 65802
51
Wealthminder
score

Dennis Walker (CRD# 1058338) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Springfield, MO and has over 35 years of experience in the finance industry. Dennis Walker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jonathan C. Timson
CRD#: 2031301
1201 E. Walnut Street, Springfield, MO 65802
48
Wealthminder
score

Jonathan Timson (CRD# 2031301) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Springfield, MO and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.