Donald T. Vieth

QUINCY WELLS ADVISORS

Eldon, MO

Some features on this profile are disabled

CRD#: 5100754

Professional summary

Donald Troy Vieth, who also goes by Troy VIeth, D. Troy Vieth, is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in Eldon, Missouri and GREAT POINT CAPITAL LLC located in Fayette, Alabama.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Donald has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Troy Vieth | D. Troy Vieth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) DONALD TROY VIETH - AGENT - INSURANCE - ELDON, MO - SINCE 06/2020 - INVESTMENT RELATED 2.) VIETH WEALTH ADVISORS - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - ELDON, MO - SINCE 11/2021 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Troy Vieth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 9, 2025 - Present

QUINCY WELLS ADVISORS, LLC

RIA

CRD#: 307477

Eldon, MO

Current

January 6, 2025 - Present

GREAT POINT CAPITAL LLC

Office #1: 114 1st Avenue Ne, Fayette, AL 35555Office #2: 102 A N. Bus Hwy 54, Eldon, MO 65026

CRD#: 114203

Fayette, AL

Past

July 15, 2020 - January 16, 2025

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

SCOTTSDALE, AZ

Past

July 15, 2020 - January 16, 2025

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

March 24, 2017 - July 20, 2020

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 144426

ELDON, MO

Past

March 2, 2017 - July 20, 2020

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

ELDON, MO

Past

January 12, 2017 - February 24, 2017

SIGMA FINANCIAL CORPORATION

CRD#: 14303

Eldon, MO

Past

April 18, 2006 - December 6, 2016

EDWARD JONES

CRD#: 250

ELDON, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUINCY WELLS ADVISORS, LLC

GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA

Registered Investment Advisory firm - (3/16/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/9/2025)

Florida
(3/20/2025)

Illinois
(5/1/2025)

Kentucky
(1/6/2025)

Missouri
(1/6/2025)

IAR

Missouri
(1/9/2025)

New Jersey
(1/6/2025)

Ohio
(1/6/2025)

South Dakota
(1/9/2025)

Texas
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/13/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

QUINCY WELLS ADVISORS, LLC

GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA

Registered Investment Advisory firm - (3/16/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

200 W. Jackson Blvd. #1000, Chicago, IL 60606

Mailing Address

9000 Keystone Crossing 7th Floor, Indianapoli, IN 46240

Phone number

(312) 356-4875

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREAT POINT ADVISORS FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 45,094,304

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donald T. Vieth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Troy Vieth's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT POINT CAPITAL LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

INTERNATIONAL ASSETS ADVISORY, LLC

SIGMA FINANCIAL CORPORATION

EDWARD JONES

Primary Firm SEC Registration

QUINCY WELLS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2017

Series 63

Date: 6/9/2006

SIE

Date: 10/1/2018

Series 7

Date: 4/17/2006

FINRA

Current Firm

QUINCY WELLS ADVISORS, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUINCY WELLS ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors