Vision Financial Services LLC
Vision Financial Services LLC (CRD# 129462) is a financial advisory firm headquartered in Grafton, WI. They manage $29,167,838 in 197 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts197ACCOUNTS
Average Account Value$148,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, TX, WI
Craig Gonn (CRD# 2210754) is an Investment Advisor Representative working at Vision Financial Services LLC in Grafton, WI and has over 26 years of experience in the finance industry.