Pro-vi$ion Advisor Group, LLC

Pro-vi$ion Advisor Group, LLC (CRD# 145922) is a financial advisory firm headquartered in Branson, MO. They manage $18,632,146 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $169,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Pro-vi$ion Advisor Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Roger L. Hoenes
CRD#: 2067578
Branson, MO
96
Wealthminder
score

Roger Hoenes (CRD# 2067578) is an Investment Advisor Representative working at Pro-vi$ion Advisor Group, LLC in Branson, MO and has over 26 years of experience in the finance industry. Roger Hoenes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Janet K. Wutke
CRD#: 3225232
Branson, MO
96
Wealthminder
score

Janet Wutke (CRD# 3225232) is an Investment Advisor Representative working at Pro-vi$ion Advisor Group, LLC in Branson, MO and has over 17 years of experience in the finance industry. Janet Wutke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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