Davenport, Iowa

Davenport, Iowa

Welcome to VisionPoint

Davenport, Iowa

VisionPoint Davenport, Iowa is an integrated financial services company built on the belief that clarity of purpose leads to alignment, collaboration, and creates collective success. We specialize in wealth building, retirement planning and financial coaching for individuals and businesses. What does the best possible version of your future look like? Let’s get together and start creating it.

 

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Davenport, Iowa

3544 Crow Creek Rd
Davenport, IA 52807

Email: kmarshall-snodgra[email protected]

Phone: 563-345-6880

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Brian Smith

Brian Smith

SVP Private Wealth Consultant

Brian Smith began his career in the financial services industry in 1992 after earning his Bachelor of Science Degree in Finance from Illinois State University and a Masters of Busi...Read More

Kristie Marshall-Snodgrass

Kristie Marshall-Snodgrass

Client Service Associate

Kristie Marshall began her career in the financial services industry in 2008. She began working with Brian Smith in 2013 and values the relationships she has built with clients ove...Read More

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What does the best possible version of your future look like? Let’s work together and start creating it.

Are You A Successful Professional Looking To Scale?

VisionPoint offers a progressive business model for entrepreneurially minded advisors who want to focus their energy on building a purpose-driven business and securing their own financial futures.
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Are You A Successful (Partner) Looking To Scale?

VisionPoint offers a progressive business model for entrepreneurially minded advisors who want to focus their energy on building a purpose-driven business and securing their own financial futures.
Learn More

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through VisionPoint Advisory Group, a registered investment advisor. VisionPoint Advisory Group and VisionPoint are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

GENERAL FIRM DISCLOSURES

Click HERE for the VisionPoint Advisory Group, Form CRS. Click HERE for the VisionPoint Advisory Group ADV 2A. Click HERE for the VisionPoint Advisory Group ADV 2A Wrap Fee Brochure Disclosure. Click HERE for the VisionPoint Privacy Policy.

VisionPoint Locations

Dallas, Texas
5001 Spring Valley Rd Ste 200W
Dallas, TX 75244

Davenport, Iowa
3544 Crow Creek Rd
Davenport, IA 52807

Sioux Falls, South Dakota
6045 S. Louise Ave Ste 201
Sioux Falls, SD 57108

St. Louis Park, Minnesota
4450 Excelsior Blvd Ste 460
St Louis Park, MN 55416

Watertown, South Dakota
10 N. Broadway Ste 102
Watertown, SD 57201

Quick Links

About VisionPoint

For individual

For Business

For Professionals

Locations

Find An Advisor

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through VisionPoint Advisory Group, a registered investment advisor. VisionPoint Advisory Group and VisionPoint are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

GENERAL FIRM DISCLOSURES

Click HERE for the VisionPoint Advisory Group, Form CRS. Click HERE for the VisionPoint Advisory Group ADV 2A. Click HERE for the VisionPoint Advisory Group ADV 2A Wrap Fee Brochure Disclosure. Click HERE for the VisionPoint Privacy Policy.

VisionPoint Locations

Dallas, TX
5001 Spring Valley Rd Ste 200W
Dallas, TX 75244

Davenport, Iowa
3544 Crow Rd
Davenport, IA 52807

Sioux Falls, South Dakota
6045 S. Louise Ave Ste 201
Sioux Falls, SD 57108

St. Louis Park, Minnesota
4450 Excelsior Blvd Ste 460
St Louis Park, MN 55416

Watertown, South Dakota
10N Broadway Ste 102
Watertown, SD 57201

VisionPoint Locations

Dallas, TX
5001 Spring Valley Rd Ste 200W
Dallas, TX 75244

Davenport, Iowa
3544 Crow Rd
Davenport, IA 52807

Sioux Falls, South Dakota
6045 S. Louise Ave Ste 201
Sioux Falls, SD 57108

St. Louis Park, Minnesota
4450 Excelsior Blvd Ste 460
St Louis Park, MN 55416

Watertown, South Dakota
10N Broadway Ste 102
Watertown, SD 57201

Quick Links
About VisionPoint

For individual

For Business

For Professionals

Locations

Find An Advisor

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