Signalpoint Asset Management LLC

Signalpoint Asset Management LLC (CRD# 147578) is a financial advisory firm headquartered in Springfield, MO. They manage $366,730,488 in 1,572 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    1,572
    ACCOUNTS
  • Average Account Value
    $233,289
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 - 9 of 9 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 13 years of experience in the finance industry.

3
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 20 years of experience in the finance industry.

4
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.

5
Holly L. Melton
CRD#: 2698769
1201 E. Walnut Street, Springfield, MO 65802
93
Wealthminder
score

Holly Melton (CRD# 2698769) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Springfield, MO and has over 21 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 30 years of experience in the finance industry.

9
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.

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