Brad
Neugebauer
Visionpoint Advisory Group
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About this Advisor
Brad Neugebauer is a financial advisor working in Sioux Falls, South Dakota with a total of 4 years of relevant experience. Neugebauer is currently employed by Visionpoint Advisory Group. Throughout their career, they have worked at Purshe Kaplan Sterling Investment, Principal Securities, Inc, Principal Mutual Life Insurance, Princor Financial Services Corporation, Lpl Financial LLC and Visionpoint Advisory Group, LLC. Neugebauer maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in South Dakota. Visionpoint Advisory Group is an advisory company that has its headquarters in Dallas, TX. The investment advisory business has offices in four locations and a total of 31 people on staff. It has $664 million in assets between its 2,060 customer accounts, making it one of the bigger firms in the country by assets under management. The firm advises five charities and foundations. Of its 2,060 accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Visionpoint Advisory Group offers a number of services, such as 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 typically are based on the financial services offered. Fee types billed by Visionpoint Advisory Group most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Visionpoint Advisory Group Brokerage Details
$663,766,900
31
2,060
$322,217
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
Brad Neugebauer Work History
Brad has been registered as a financial advisor for 4 years.*
Purshe Kaplan Sterling Investment
Visionpoint Advisory Group, LLC
Lpl Financial LLC
Principal Securities, Inc
Principal Mutual Life Insurance
Princor Financial Services Corporation
*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 Brad Neugebauer 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
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Belgrade, MT
Minneapolis, MN
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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