Vision Investment Advisors, LLC

Vision Investment Advisors, LLC (CRD# 109621) is a financial advisory firm headquartered in Stamford, CT. They manage $61,184,517 in 111 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $551,212
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, CO, CT, DE, FL, IL, LA, MA, MD, MI, ND, NE, NH, NJ, NV, NY, OR, SD, TN, TX

Financial Advisors at Vision Investment Advisors, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Jeffrey G. Engelman
CRD#: 4338185
3773 Cherry Creek North Drive, Suite 575, Denver, CO 80209
103
Wealthminder
score

Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success.  In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc.  He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001.  In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.

 

Born and raised in Diller, Nebraska, Mr. Engelman learned the Midwestern values of hard work, responsibility and integrity.  He now resides in Denver, Colorado with his wife three children.  Outside of work Jeff enjoys spending time with his family and friends as well as watching sporting events.  The Engelman's are members of Good Shepherd Catholic Church.

2
John P. Baack
CRD#: 2322983
Newton, MA
93
Wealthminder
score

John Baack (CRD# 2322983) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Newton, MA and has over 13 years of experience in the finance industry.

3
John R. Dade
CRD#: 5636992
23046 Avenida De La Carlota, Suite 470, Laguna Hills, CA 92653
93
Wealthminder
score

John Dade (CRD# 5636992) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Laguna Hills, CA and has over 6 years of experience in the finance industry.

4
Steven E. Freed
CRD#: 4539715
2240 Woolbright Rd., Suite 325, Boynton Beach, FL 33426
93
Wealthminder
score

Steven Freed (CRD# 4539715) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Boynton Beach, FL and has over 12 years of experience in the finance industry.

5
John M. Karafa
CRD#: 2927594
4 High Ridge Park, Suite 100, Stamford, CT 06905
93
Wealthminder
score

John Karafa (CRD# 2927594) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 14 years of experience in the finance industry.

6
Lloyd G. King
CRD#: 1606277
75 Broad Street, New York, NY 10004
93
Wealthminder
score

Lloyd King (CRD# 1606277) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in New York, NY and has over 18 years of experience in the finance industry.

7
Gregory A. Moore
CRD#: 2177737
4 High Ridge Park, Suite 100, Stamford, CT 06905
93
Wealthminder
score

Gregory Moore (CRD# 2177737) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 25 years of experience in the finance industry.

8
Warren R. Shepherd
CRD#: 2408945
4 High Ridge Park, Suite 100, Stamford, CT 06905
93
Wealthminder
score

Warren Shepherd (CRD# 2408945) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 11 years of experience in the finance industry.

9
Bradley J. Swenson
CRD#: 2027438
608 N West, Sioux Falls, SD 57104
93
Wealthminder
score

Bradley Swenson (CRD# 2027438) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Sioux Falls, SD and has over 7 years of experience in the finance industry.

10
Matthew J. Weiss
CRD#: 2355127
6 Minkel Road, Ossining, NY 10562
93
Wealthminder
score

Matthew Weiss (CRD# 2355127) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Ossining, NY and has over 23 years of experience in the finance industry.

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