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
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Vista Financial Planning
1
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.
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