Visionpoint Advisory Group LLC

Visionpoint Advisory Group LLC, legally known as VISIONPOINT ADVISORY GROUP, LLC, is an IA Limited Liability Company with 51 employees, of which 33 are in advisory roles. The firm's SEC status is Approved, and they were registered on Jan 8, 2014. While the number of clients served is unknown, this financial advisory group's regulatory standing provides confidence in their ability to manage their clients' investments.

• A.H. SUSANIN LLC

  MEMBER owns more than 10% but less than 25%

• ANDREW HUGHES SUSANIN

  PARTNER owns less than 5%

• DAVID MICHAEL SUNTKEN

  PARTNER owns less than 5%

• DICYPLE LLC

  MEMBER owns less than 5%

• DONALD PETE PETERSON

  PARTNER owns less than 5%

• JAMES MARSHALL LLC

  MEMBER owns more than 50% but less than 75%

• JAMES MARSHALL MARS

  PARTNER owns less than 5%

• JIMMY EDWARD WAGGONER

  PARTNER owns less than 5%

• JW FINANCIAL LLC

  MEMBER owns more than 10% but less than 25%

• KIRSTEN SAGGAU BEAUDOIN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PETERSON CORPORATE PLANNING LLC

  MEMBER owns more than 10% but less than 25%

• SCOTT MICHAEL MUNGER

  PARTNER owns less than 5%

• THE SCOTT MUNGER AGENCY, INC.

  MEMBER owns less than 5%

• OPTIMUM QUANTVEST CORPORATION
• Tolleson Private Wealth Management LP
• Nexbank Securities Inc
• ECP Investment Advisors LLC
• Titanium Exploration Partners LLC
• KEY Group Holdings USA Inc
• Carson Management Company LLC
• Rivera Richard Thomas
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