Unclaimed Profile

Kirsten Saggau Beaudoin

VISIONPOINT ADVISORY GROUP, LLC·DALLAS, Texas

SIE, Series 7, Series 24, Series 63, Series 66Clean record8 years registeredVISIONPOINT ADVISORY GROUP, LLC

5001 SPRING VALLEY ROAD, DALLAS, TX 75244CRD# 4692679Firm CRD# 168733

Profile Verification

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

Identity

Kirsten Saggau Beaudoin · DALLAS, TX

Registration

CRD #4692679 · VISIONPOINT ADVISORY GROUP, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISIONPOINT ADVISORY GROUP, LLC

VISIONPOINT ADVISORY GROUP

Feb 2018 – Jun 2021

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 20, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Kirsten Saggau Beaudoin offer?

Kirsten Saggau Beaudoin specializes in Financial Planning, Investment Management, Wealth Management.

What are Kirsten Saggau Beaudoin's credentials?

Kirsten Saggau Beaudoin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kirsten Saggau Beaudoin located?

Kirsten Saggau Beaudoin is based in DALLAS, Texas, last registered with VISIONPOINT ADVISORY GROUP, LLC.

How does Kirsten Saggau Beaudoin charge for services?

Kirsten Saggau Beaudoin'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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