Unclaimed Profile

David Michael Suntken

VISIONPOINT ADVISORY GROUP, LLC·DALLAS, Texas

SIE, Series 7, Series 24, Series 63, Series 65, Series 6625 years registeredVISIONPOINT ADVISORY GROUP, LLC

5001 SPRING VALLEY ROAD, DALLAS, TX 75244CRD# 2214499Firm CRD# 168733

Profile Verification

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

Identity

David Michael Suntken · DALLAS, TX

Registration

CRD #2214499 · VISIONPOINT ADVISORY GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

RIA ADVISORY GROUP, LLC

Aug 2020 – present

VISIONPOINT ADVISORY GROUP

Aug 2018 – Jul 2020

Des Moines, IA

VISIONPOINT ADVISORY GROUP

Aug 2014 – Dec 2017

AMES, IA

LPL FINANCIAL LLC

Dec 2002 – Oct 2015

DES MOINES, IA

U.S. BANCORP PIPER JAFFRAY INC.

Jul 2001 – Dec 2002

AMES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · July 10, 2001

Years registered · 25

Disclosure History

2011Customer Dispute·Settled

2003Customer Dispute·Denied

2002Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. 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 David Michael Suntken offer?

David Michael Suntken specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are David Michael Suntken's credentials?

David Michael Suntken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Suntken located?

David Michael Suntken is based in DALLAS, Texas, working with VISIONPOINT ADVISORY GROUP, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does David Michael Suntken charge for services?

David Michael Suntken'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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