Vista Investment Partners LLC

Vista Investment Partners LLC (CRD# 286014) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $474,545,522 in 1,476 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118
http://www.vistainvestment.com/
By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • Total Number of Accounts
    1,476
    ACCOUNTS
  • Average Account Value
    $321,508
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, IA, IL, IN, KS, KY, LA, MO, NC, NE, NM, OH, OK, TN, TX, VA

Financial Advisors at Vista Investment Partners LLC
Showing 1 - 4 of 4 top financial advisors.
1
Steven Hawes, financial advisor Oklahoma City OK
Steven L. Hawes
CRD#: 1517079
5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118

Steven Hawes (CRD# 1517079) is an Investment Advisor Representative working at Vista Investment Partners LLC in Oklahoma City, OK and has over 37 years of experience in the finance industry.

2
Alyosha Mertens, financial advisor Oklahoma City OK
Alyosha R. Mertens
CRD#: 2376914
5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118

Alyosha Mertens (CRD# 2376914) is an Investment Advisor Representative working at Vista Investment Partners LLC in Oklahoma City, OK and has over 30 years of experience in the finance industry.

3
Ronald Richardson, financial advisor Oklahoma City OK
Ronald L. Richardson
CRD#: 1255191
5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118

Ronald Richardson (CRD# 1255191) is an Investment Advisor Representative working at Vista Investment Partners LLC in Oklahoma City, OK and has over 39 years of experience in the finance industry.

4
Jerry Thurman, financial advisor Oklahoma City OK
Jerry D. Thurman
CRD#: 4671474
5601 North Classen Boulevard, Suite 101, Oklahoma City, OK 73118

Jerry Thurman (CRD# 4671474) is an Investment Advisor Representative working at Vista Investment Partners LLC in Oklahoma City, OK and has over 15 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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