David
Suntken

Visionpoint Advisory Group

CRD#2214499
Investment Advisor
in West Des Moines, IA

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About this Advisor

David Suntken is a financial advisor in West Des Moines, Iowa. Currently an advisor at Visionpoint Advisory Group, they have accrued 16 years of work experience as a financial advisor. Suntken maintains Series 63, Series 65 and Series 66 licenses, designating the advisor as both a securities agent and an investment advisor representative. Suntken is registered to operate in Iowa. Their career trajectory has included roles at Visionpoint Advisory Group and Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp). Visionpoint Advisory Group is headquartered in West Des Moines, Iowa, and has four other brick-and-mortar locations throughout the country. In total, Visionpoint Advisory Group oversees $531 million in assets across 3,262 accounts and retains 17 staff members. The amount of assets the firm manages places it among the bigger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Visionpoint Advisory Group can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1601 West Lakes Parkway
West Des Moines, IA 50266

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Visionpoint Advisory Group Brokerage Details

Total Assets Under Management

$1,725,976,025

IA Average: $3,042,739,679
Total Number of Employees

51

IA Average: 49
Total Number of Accounts

3,213

IA Average: 2,315
Average Account Size

$537,185

IA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Suntken Work History

David has 16 years of experience.

2014 - Present (5 years)

Visionpoint Advisory Group

2002 - Present (17 years)

Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp)

Disclosures

David Suntken has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Visionpoint Advisory Group

Michael Wingfield
West Des Moines, IA
Dalton Richards
Bozeman, MT
Mary Gibbons
Ames, IA
David Suntken
West Des Moines, IA
Troy Miller
Bozeman, MT

This content was compiled from the SEC and FINRA.

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