VisionPoint Advisory Group Email Format

Financial ServicesTexas, United States11-50 Employees

VisionPoint Advisory Group is a financial services firm that operates as an independent registered investment advisor, offering investment advice through VisionPoint Advisory Group, LLC, and securities through LPL Financial. Founded in 1982, the firm provides advisory services to clients across multiple states and maintains management offices in Dallas, Texas; Sioux Falls, South Dakota; Wichita, Kansas; and West Des Moines, Iowa. Based in Dallas, the company serves individual clients, employees, advisors, and business owners, aiming to support professional growth, personal satisfaction, and financial success through its collaborative, service-oriented approach and emphasis on humility and people-smart leadership. Recent activity includes stakes in publicly traded assets, reflecting ongoing portfolio management for its clients. The organization positions itself within the financial services industry as an independent adviser backed by a major broker-dealer network to deliver investment guidance and related services.

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