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.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vision Financial Services LLC | Grafton, WI | Dec 2003 - Current | 20 |
| Harbour Investments, Inc. | Madison, WI | Dec 2003 - Jan 2024 | 20 |
| Bartlein Barrels | Jackson, WI | Sep 2013 - Feb 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- TX
- WI
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Total Assets Under Management28MILLIONS
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Total Number of Accounts468ACCOUNTS
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Average Account Value$59,621
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IL, TX, WI
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