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).
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Total Assets Under Management475MILLION
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Total Number of Accounts1,476ACCOUNTS
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Average Account Value$321,508
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, FL, IA, IL, IN, KS, KY, LA, MO, NC, NE, NM, OH, OK, TN, TX, VA
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.
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.
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.
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.