David Suntken is a registered investment advisor at RIA Advisory Group, LLC, based in Ames, IA, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,618 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RIA Advisory Group charges a maximum of 2% of your account value annually for investment management. The firm uses a tiered fee structure, meaning the percentage for the highest range of your portfolio value applies to all managed assets. Fees can be paid monthly or quarterly. The fees are negotiable.
Location
Ames, IA
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2011Customer Dispute
June 2003Customer Dispute
February 2002Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Visionpoint Advisory Group
Visionpoint Advisory Group
LPL Financial LLCBroker
LPL Financial LLC
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.