Unclaimed Profile

David Michael Suntken

VISIONPOINT ADVISORY GROUP, LLC·DALLAS, Texas

VISIONPOINT 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

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

David Michael Suntken is a registered financial advisor based in DALLAS, Texas, 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# 2214499

Firm CRD# 168733

View on FINRA BrokerCheck →

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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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