Mary
Gibbons

Visionpoint Advisory Group

CRD#2049282
Investment Advisor
in Ames, IA
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About this Advisor

Mary Gibbons is an advisor whose office is in Ames, Iowa. Currently an advisor at Visionpoint Advisory Group, Gibbons has 15 years of work experience in the financial advisory industry. Gibbons maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Gibbons is able to serve clients based out of Iowa and Texas. Throughout their career, Gibbons has worked at Lpl Financial LLC and Visionpoint Advisory Group. Visionpoint Advisory Group is located in Ames, Iowa, and operates out of four other brick-and-mortar locations throughout the United States. In aggregate, Visionpoint Advisory Group oversees $531 million in assets throughout 3,262 client accounts and retains 17 staff members. The amount of assets the firm manages places it among the larger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Visionpoint Advisory Group can offer 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

Years of Experience

15 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

1606 Golden Aspen Drive Ste 106
Ames, IA 50010

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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

Mary Gibbons Work History

Mary has 15 years of experience.

2014 - Present (5 years)

Visionpoint Advisory Group

2003 - Present (16 years)

Lpl Financial LLC

Disclosures

Mary Gibbons 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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