Jacki
Kolkman
Visionpoint Advisory Group
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About this Advisor
Jacki Kolkman is a financial advisor based in Dallas, Texas with 1 year of industry experience. Kolkman is an employee of Visionpoint Advisory Group. Throughout their career, they have worked at Accounting Resource Group and Visionpoint Group LLC. Kolkman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota. Visionpoint Advisory Group is a financial advisory firm that has its headquarters in Dallas, TX. It has offices in four locations and a total of 31 people on staff. It manages $664 million in total assets between its 2,060 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 2,060 accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. Visionpoint Advisory Group provides 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 typically depend on the type of services provided. Fees billed by Visionpoint Advisory Group most likely include 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
Jacki Kolkman Work History
Jacki has been registered as a financial advisor for 1 years.*
Visionpoint Group LLC
Accounting Resource Group
*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 Jacki Kolkman 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
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