Vision Financial Services LLC
Vision Financial Services LLC (CRD# 129462) is a financial advisory firm headquartered in Grafton, WI. They manage $27,902,600 in 468 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Vision Financial Services LLC
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts468ACCOUNTS
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Average Account Value$59,621
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX, WI
Financial Advisors at Vision Financial Services LLC
1
Craig Gonn (CRD# 2210754) is an Investment Advisor Representative working at Vision Financial Services LLC in Grafton, WI and has over 32 years of experience in the finance industry.
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