Visionpoint Advisory Group

Visionpoint Advisory Group (CRD# 168733) is a financial advisory firm headquartered in Dallas, TX. They manage $514,052,106 in 3,185 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    514
    MILLION
  • Total Number of Accounts
    3,185
    ACCOUNTS
  • Average Account Value
    $161,398
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
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)
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, IA, IL, KS, LA, MN, MO, MT, NE, NJ, OK, SD, TN, TX, WA, WI

Financial Advisors at Visionpoint Advisory Group
Showing 1 - 10 of 29 top financial advisors.
1
Michael J. Castle
CRD#: 4429812
1601 West Lakes Parkway, Ste 200, West Des Moines, IA 50266
96
Wealthminder
score

Michael Castle (CRD# 4429812) is an Investment Advisor Representative working at Visionpoint Advisory Group in West Des Moines, IA and has over 16 years of experience in the finance industry. Michael Castle 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.

2
Matthew L. Gentry
CRD#: 5553364
Bryan, TX
96
Wealthminder
score

Matthew Gentry (CRD# 5553364) is an Investment Advisor Representative working at Visionpoint Advisory Group in Bryan, TX and has over 9 years of experience in the finance industry. Matthew Gentry 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.

3
John J. Nielsen
CRD#: 4462616
1601 West Lakes Pkwy, Ste 200, West Des Moines, IA 50266
96
Wealthminder
score

John Nielsen (CRD# 4462616) is an Investment Advisor Representative working at Visionpoint Advisory Group in West Des Moines, IA and has over 16 years of experience in the finance industry. John Nielsen 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.

4
Erick Carlos
CRD#: 5651002
5001 Spring Valley Road, Ste 200w, Dallas, TX 75244
93
Wealthminder
score

Erick Carlos (CRD# 5651002) is an Investment Advisor Representative working at Visionpoint Advisory Group in Dallas, TX and has over 8 years of experience in the finance industry.

5
John H. Cottrell
CRD#: 502271
5001 Spring Valley Road, Ste 200w, Dallas, TX 75244
93
Wealthminder
score

John Cottrell (CRD# 502271) is an Investment Advisor Representative working at Visionpoint Advisory Group in Dallas, TX and has over 30 years of experience in the finance industry.

6
Charles P. Geers
CRD#: 1641250
3255 Foothill Court, Dubuque, IA 52001
93
Wealthminder
score

Charles Geers (CRD# 1641250) is an Investment Advisor Representative working at Visionpoint Advisory Group in Dubuque, IA and has over 31 years of experience in the finance industry.

7
Christopher J. Hanson
CRD#: 2826158
13644 Sunshine Valley Rd, Piedmont, SD 57769
93
Wealthminder
score

Christopher Hanson (CRD# 2826158) is an Investment Advisor Representative working at Visionpoint Advisory Group in Piedmont, SD and has over 21 years of experience in the finance industry.

8
Dean Khatib
CRD#: 5848366
5001 Spring Valley Road, Ste 200w, Dallas, TX 75244
93
Wealthminder
score

Dean Khatib (CRD# 5848366) is an Investment Advisor Representative working at Visionpoint Advisory Group in Dallas, TX and has over 7 years of experience in the finance industry.

9
Andrew Merchant
CRD#: 5966456
12917 W Harvest Ct, Wichita, KS 67235
93
Wealthminder
score

Andrew Merchant (CRD# 5966456) is an Investment Advisor Representative working at Visionpoint Advisory Group in Wichita, KS and has over 6 years of experience in the finance industry.

10
Scott M. Munger
CRD#: 4177601
812 10th Street Sw, Watertown, SD 57201
93
Wealthminder
score

Scott Munger (CRD# 4177601) is an Investment Advisor Representative working at Visionpoint Advisory Group in Watertown, SD and has over 17 years of experience in the finance industry.

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