Unclaimed Profile

Matthew Gerard Stahr

VISIONPOINT ADVISORY GROUP, LLC·WEST DES MOINES, Iowa

VISIONPOINT ADVISORY GROUP, LLC

1601 WEST LAKES PARKWAY, WEST DES MOINES, IA 50266CRD# 2689806Firm CRD# 168733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Gerard Stahr · WEST DES MOINES, IA

Registration

CRD #2689806 · VISIONPOINT ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Matthew Gerard Stahr is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with VISIONPOINT ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FUSE PARTNERS, LLC

AUM

$903M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FUSE PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2689806

Firm CRD# 168733

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Gerard Stahr offer?

Matthew Gerard Stahr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.

What are Matthew Gerard Stahr's credentials?

Matthew Gerard Stahr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Gerard Stahr located?

Matthew Gerard Stahr is based in WEST DES MOINES, Iowa, working with VISIONPOINT ADVISORY GROUP, LLC. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.

How does Matthew Gerard Stahr charge for services?

Matthew Gerard Stahr's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISIONPOINT ADVISORY GROUP, LLC?

VISIONPOINT ADVISORY GROUP, LLC has approximately 36 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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