Vista Financial Planning

Vista Financial Planning (CRD# 129729) is a financial advisory firm headquartered in Oak Park, IL. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 North Marion St., Suite 306, Oak Park, IL 60301
http://www.vistafp.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Vista Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Sophie Kaluziak, financial advisor Oak Park IL
Sophie M. Kaluziak
CRD#: 4744389
101 N. Marion, Suite 306, Oak Park, IL 60301

Sophie Kaluziak (CRD# 4744389) is an Investment Advisor Representative working at Vista Financial Planning in Oak Park, IL and has over 20 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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