Vision Financial Services LLC

Vision Financial Services LLC (CRD# 129462) is a financial advisory firm headquartered in Grafton, WI. They manage $27,902,600 in 468 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
P.o. Box 15, Grafton, WI 53024
http://www.vfs1.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $59,621
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX, WI

Financial Advisors at Vision Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig Gonn, financial advisor Grafton WI
Craig G. Gonn
CRD#: 2210754
Grafton, WI

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.

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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