BN
BN

Brad Leonard Neugebauer

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,524 clients
Average Client Portfolio
$490K average
Assets Under Management
$1.2B

Fee Structure

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Location

6045 South Louise Avenue, Suite 201, Sioux Falls, SD, 57108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brad is a partner and investment advisor representative at VisionPoint Advisory Group, dedicating nearly full-time hours to this role. He also works as an agent selling fixed/traditional insurance products and sells insurance through Lion Street, spending minimal time on each of these insurance-related activities.

Employment History
Current Registrations
Balefire, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2022 - December 2024 · 2 yrs 6 mos
Fuse Partners, LLC
November 2019 - December 2023 · 4 yrs 1 mo
LPL Financial LLCBroker
August 2019 - June 2022 · 2 yrs 10 mos
Principal Securities, INC.Broker
July 1998 - August 2019 · 21 yrs 1 mo
State Registrations11 states
AZCACOIAILKSMNNDOHSDTX
Advisor
Exams
No exam information available for this advisor.
Brad Leonard Neugebauer - Financial Advisor | TrueAdvisor