Visionpoint Advisory Group

Investment Advisor
in West Des Moines, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

1601 West Lakes Parkway
West Des Moines, IA 50266

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Visionpoint Advisory Group Brokerage Details

Total Assets Under Management


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


IA Average: 49
Total Number of Accounts


IA Average: 2,315
Average Account Size


IA Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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)


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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started