Envision Financial LLC

Envision Financial LLC (CRD# 314365) is a financial advisory firm headquartered in Brookfield, WI. They manage $226,850,702 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

375 Bishops Way Suite 232, Brookfield, WI 53005

https://www.envisionfinancial-llc.com

By the Numbers

Total Assets Under Management

227

MILLION
Total Number of Accounts

98

ACCOUNTS
Average Account Value

$2,314,803

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Envision Financial LLC

Showing 1 - 2 of 2 top financial advisors.

Kevin P. Ellis

CRD#: 3064106

375 Bishops Way Suite 232, Brookfield, WI 53005

Kevin Ellis (CRD# 3064106) is an Investment Advisor Representative working at Envision Financial LLC in Brookfield, WI and has over 25 years of experience in the finance industry.

Joshua J. Palleon

CRD#: 3255862

375 Bishops Way Suite 232, Brookfield, WI 53005

Joshua Palleon (CRD# 3255862) is an Investment Advisor Representative working at Envision Financial LLC in Brookfield, WI and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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