Bailey
Vansickle

Visionpoint Advisory Group

CRD#7119293
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bailey Vansickle is a financial advisor based out of Dallas, Texas who has 4 years of industry experience. Vansickle is currently employed by Visionpoint Advisory Group. During their career, the advisor has held roles at Student At Watertown School District, Minnesota State University Moorhead, Park And Rec Department, Mother Of God Monastery/Benet Place, Elite Exterior, Lpl Financial LLC, Visionpoint Advisory Group and Purshe Kaplan Sterling Investments. Vansickle maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in South Dakota. Visionpoint Advisory Group is a financial advisory company operating out of Dallas, TX. The investment advisory business has offices in four locations and a total of 31 advisors. It handles $664 million in assets across its 2,060 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 2,060 client accounts, just 6% belong to high-net-worth investors who have greater than $1 million in investable assets. 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 for financial management usually depend on which services the firm provides the client. However, fees charged by Visionpoint Advisory Group most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

8111 Preston Road Suite 500
Dallas, TX 75225

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

$663,766,900

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

31

TX Average: 49
Total Number of Accounts

2,060

TX Average: 2,315
Average Account Size

$322,217

TX 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

Bailey Vansickle Work History

Bailey has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2019 - Present (5 years)

Visionpoint Advisory Group

2019 - 2022 (3 years)

Lpl Financial LLC

2016 - 2019 (3 years)

Minnesota State University Moorhead

2015 - 2018 (3 years)

Mother Of God Monastery/Benet Place

2011 - 2013 (2 years)

Park And Rec Department

2009 - 2018 (9 years)

Elite Exterior

2005 - 2016 (11 years)

Student At Watertown School District

*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 Bailey Vansickle 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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

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