Thomas
Hannon

Visionpoint Advisory Group

CRD#5950339
Investment Advisor
in Minneapolis, MN

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About this Advisor

Thomas Hannon is a financial advisor working in Minneapolis, Minnesota, with a total of 3 years of relevant experience. Hannon is an advisor for Visionpoint Advisory Group. Throughout their career, Hannon has worked at Capital Formation Strategies, Medtronic, Goldfields Giants, Ubs, University Of St. Thomas, Steele Capital Management, Inc, Visionpoint Advisory Group and Lpl Financial LLC. Hannon has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Minnesota. Visionpoint Advisory Group is a firm that has its headquarters in Dallas, TX. The company has offices in four locations and a total of 31 financial advisors. It manages $664 million in assets across its 2,060 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 2,060 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. The business provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types charged by Visionpoint Advisory Group most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4450 Excelsior Blvd Suite 460
Minneapolis, MN 55416

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Visionpoint Advisory Group Brokerage Details

Total Assets Under Management

$663,766,900

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

31

MN Average: 49
Total Number of Accounts

2,060

MN Average: 2,315
Average Account Size

$322,217

MN Average: $1,314,358

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
  • Educational seminars/workshops

Thomas Hannon Work History

Thomas has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Visionpoint Advisory Group

2020 - 2022 (2 years)

Lpl Financial LLC

2016 - 2017 (1 year)

Steele Capital Management, Inc

2014 - 2020 (6 years)

Capital Formation Strategies

2014 - 2014 (< 1 year)

Goldfields Giants

2013 - 2014 (1 year)

Medtronic

2011 - 2013 (2 years)

Ubs

2008 - 2013 (5 years)

University Of St. Thomas

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Hannon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Visionpoint Advisory Group

Jacki Kolkman
Dallas, TX
Jacinta Thompson
Dallas, TX
Michael Bernier
Dallas, TX
Donald Peterson
Dallas, TX
Lee Rycraft
Dallas, TX
Dalton Richards
Belgrade, MT
Thomas Hannon
Minneapolis, MN
Erika Wood
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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