Vista Cima Wealth Management LLC

Vista Cima Wealth Management LLC (CRD# 304672) is a financial advisory firm headquartered in , . They manage $79,600,000 in 542 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $146,863
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Vista Cima Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brandon L. Klippel
CRD#: 5598023
Surprise, AZ

Brandon Klippel (CRD# 5598023) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 15 years of experience in the finance industry.

2
Joel M. Zerbe
CRD#: 6272599
Surprise, AZ

Joel Zerbe (CRD# 6272599) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 10 years of experience in the finance industry.

3
Preston W. Rhoades
CRD#: 7483221
Surprise, AZ

Preston Rhoades (CRD# 7483221) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.