Visionpoint Advisory Group
VisionPoint Advisors, founded in 1982, in an independent Registered Investment Advisor and financial services company with over 25 advisors in 7 states and with four management offices located in Dallas, TX (Headquarters), Sioux Falls, SD, Wichita, KS, and West Des Moines, IA. We serve our clients, employees, advisors, and business owners in a manner that impact professional growth, personal satisfaction, and financial success. VisionPoint continues to build a professionally managed firm with the Core Values of Collaboration with a Team, Service mentality, positively Impact those we serve; to do this we must be Hungry, Humble, and People Smart. Securities offered through LPL Financial. Member SIPC Investment advice offered through VisionPoint Advisory Group, LLC, a Registered Investment Advisor, and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
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Verified contacts
6
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- JW
Jim Waggoner
Vice President of Business Development · Sales & Business Development
EmailPhone - JK
Jacki Kolkman
Private Wealth Advisor · Finance & Accounting
EmailPhone - LR
Lee Rycraft
Sr Financial Consultant · Finance & Accounting
EmailPhone - JL
Julie Lang
Client Services Associate · Customer/Client Service
EmailPhone - PP
Pete Peterson
Partner · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Visionpoint Advisory Group
6 distinct titles indexed · top 6 shown.
- 1client services associate
- 1financial advisor
- 1partner
- 1private wealth advisor
- 1sr financial consultant
- 1vice president of business development
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