Vista Advisor Group, LLC

Vista Advisor Group, LLC (CRD# 307268) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $171,163,105 in 473 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $361,867
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, NE, TX, WA

Financial Advisors at Vista Advisor Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael W. Lahl
CRD#: 5155603
2950 Buskirk Avenue, Suite 350, Walnut Creek, CA 94597

Michael Lahl (CRD# 5155603) is an Investment Advisor Representative working at Vista Advisor Group, LLC in Walnut Creek, CA and has over 14 years of experience in the finance industry. Michael Lahl 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
Stephen E. Lahl
CRD#: 6352342
2950 Buskirk Avenue, Suite 350, Walnut Creek, CA 94597

Stephen Lahl (CRD# 6352342) is an Investment Advisor Representative working at Vista Advisor Group, LLC in Walnut Creek, CA and has over 4 years of experience in the finance industry.

3
William A. Lahl
CRD#: 2368622
2950 Buskirk Avenue, Suite 350, Walnut Creek, CA 94597

William Lahl (CRD# 2368622) is an Investment Advisor Representative working at Vista Advisor Group, LLC in Walnut Creek, CA and has over 12 years of experience in the finance industry.

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