Visionpoint Advisory Group

Visionpoint Advisory Group (CRD# 168733) is a financial advisory firm headquartered in West Des Moines, IA. They manage $302,057,882 in 1,351 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    1,351
    ACCOUNTS
  • Average Account Value
    $223,581
Compensation Options
  • A percentage of assets under your management
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.

AZ, CA, IA, IL, KS, LA, MN, MT, NE, NJ, OK, SD, TX, WA, WI

Financial Advisors at Visionpoint Advisory Group
Showing 1 - 10 of 22 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 8 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 Parkway, 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
Lance J. Clauson
CRD#: 4430300
12006 Ridgemont Dr., Urbandale, IA 50323
93
Wealthminder
score

Lance Clauson (CRD# 4430300) is an Investment Advisor Representative working at Visionpoint Advisory Group in Urbandale, IA and has over 16 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 30 years of experience in the finance industry.

7
Dean Khatib
CRD#: 5848366
1601 West Lakes Parkway, Ste 200, West Des Moines, IA 50266
93
Wealthminder
score

Dean Khatib (CRD# 5848366) is an Investment Advisor Representative working at Visionpoint Advisory Group in West Des Moines, IA and has over 6 years of experience in the finance industry.

8
Ryan J. Krome
CRD#: 5673958
5120 South Solberg, Sioux Falls, SD 57108
93
Wealthminder
score

Ryan Krome (CRD# 5673958) is an Investment Advisor Representative working at Visionpoint Advisory Group in Sioux Falls, SD and has over 7 years of experience in the finance industry.

9
Michael R. Osgood
CRD#: 5426196
242 Wall Street, East Dubuque, IL 61025
93
Wealthminder
score

Michael Osgood (CRD# 5426196) is an Investment Advisor Representative working at Visionpoint Advisory Group in East Dubuque, IL and has over 9 years of experience in the finance industry.

10
Jay C. Polson
CRD#: 4700087
1601 West Lakes Parkway, Ste 200, West Des Moines, IA 50266
93
Wealthminder
score

Jay Polson (CRD# 4700087) is an Investment Advisor Representative working at Visionpoint Advisory Group in West Des Moines, IA and has over 14 years of experience in the finance industry.

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