Unclaimed Profile

Matthew Gerard Stahr

VISIONPOINT ADVISORY GROUP, LLC·WEST DES MOINES, Iowa

SIE, Series 6, Series 7, Series 24, Series 63, Series 6518 years registeredVISIONPOINT 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 · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISIONPOINT ADVISORY GROUP, LLC

VISIONPOINT ADVISORY GROUP

Oct 2013 – Feb 2017

WEST DES MOINES, IA

STRATOS WEALTH PARTNERS, LTD

Mar 2013 – Jun 2013

FRSICO, TX

LPL FINANCIAL LLC

Aug 2012 – Jul 2013

FRISCO, TX

LPL FINANCIAL LLC

Jul 2012 – Jul 2012

FRISCO, TX

COMMERCE WEALTH ADVISERS, LLC

Jul 2010 – Jul 2012

CLIVE, IA

SPC

Oct 2008 – Jun 2010

WEST DES MOINES, IA

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC

Oct 2007 – Sep 2008

PANORA, IA

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC

Oct 2007 – Oct 2007

PANORA, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 23, 2007

Years registered · 18

Disclosure History

2017Employment Separation After Allegations

2012Customer Dispute·Settled

2011Customer Dispute·Settled

11 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FUSE PARTNERS, LLC

CRD 168733 · SEC 801-78506

AUM

$903M

Regulatory assets under management

Employees

1,317 client accounts

Services offered by FUSE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FUSE PARTNERS, LLC →

Introduction

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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.

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, last registered with VISIONPOINT ADVISORY GROUP, LLC.

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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