Financial Vision LLC

Financial Vision LLC (CRD# 123659) is a financial advisory firm headquartered in Goleta, CA. They manage $66,240,000 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5290 Overpass Rd, Suite 217, Goleta, CA 93111
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $494,328
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Vision LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan Wolfshorndl, financial advisor Goleta CA
Ryan D. Wolfshorndl
CRD#: 5950446
5290 Overpass Rd, Suite 217, Goleta, CA 93111

Ryan Wolfshorndl (CRD# 5950446) is an Investment Advisor Representative working at Financial Vision LLC in Goleta, CA and has 1 year of experience in the finance industry.

2
Joshua Yager, financial advisor Goleta CA
Joshua S. Yager
CRD#: 2638956
5290 Overpass Rd, Suite 217, Goleta, CA 93111

Joshua Yager (CRD# 2638956) is an Investment Advisor Representative working at Financial Vision LLC in Goleta, CA and has over 28 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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