Visionpoint Advisory Group
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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
Years of Experience
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Visionpoint Advisory Group Brokerage Details
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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.
Visionpoint Advisory Group
Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp)
David Suntken has disclosures.
Please visit their SEC profile for more details.