Donald Troy Vieth

Great Point Advisors, LLC

19 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInvestment Management

Great Point Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

78 clients

Average Client Portfolio

$578K average

Assets Under Management

$45.1M

Location

Eldon, MO

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2017

Denied

Customer Dispute

April 2014

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Quincy Wells Advisors, LLC

January 2025 - Present · 1 yr 1 mo

Great Point Capital LLCBroker

January 2025 - Present · 1 yr 1 mo

Previous Registrations

United Planners' Financial Services of America a Limited Partner

July 2020 - January 2025 · 4 yrs 6 mos

United Planners' Financial Services of America a Limited PartnerBroker

July 2020 - January 2025 · 4 yrs 6 mos

International Assets Investment Management, LLC

March 2017 - July 2020 · 3 yrs 4 mos

International Assets Advisory, LLCBroker

March 2017 - July 2020 · 3 yrs 4 mos

Sigma Financial CorporationBroker

January 2017 - February 2017 · 1 mo

Edward JonesBroker

April 2006 - December 2016 · 10 yrs 8 mos

State Registrations9 states

ALFLILKYMONJOHSDTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.