Vision Financial Management, LLC

Vision Financial Management, LLC (CRD# 170003) is a financial advisory firm headquartered in Cuyahoga Falls, OH. They manage $30,447,864 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $317,165
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

OH, TX

Financial Advisors at Vision Financial Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert S. Winston
CRD#: 3085941
122 Broad Blvd., Cuyahoga Falls, OH 44221
96
Wealthminder
score

Robert Winston (CRD# 3085941) is an Investment Advisor Representative working at Vision Financial Management, LLC in Cuyahoga Falls, OH and has over 19 years of experience in the finance industry. Robert Winston 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
Donald V. Wagner
CRD#: 2222865
122 Broad Blvd., Cuyahoga Falls, OH 44221
83
Wealthminder
score

Donald Wagner (CRD# 2222865) is an Investment Advisor Representative working at Vision Financial Management, LLC in Cuyahoga Falls, OH and has over 24 years of experience in the finance industry.

3
Michael J. Suttle
CRD#: 2818780
400 Tuscarawas St. West, Suite 415, Canton, OH 44702
81
Wealthminder
score

Michael Suttle (CRD# 2818780) is an Investment Advisor Representative working at Vision Financial Management, LLC in Canton, OH and has over 21 years of experience in the finance industry.

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