Vista Investment Partners

Vista Investment Partners (CRD# 327983) is a financial advisory firm headquartered in Richmond, IN. They manage $249,609,197 in 1,271 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
One Woodside Drive, Richmond, IN 47374
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    1,271
    ACCOUNTS
  • Average Account Value
    $196,388
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.

CO, FL, IL, IN, NC, OH, TN, TX

Financial Advisors at Vista Investment Partners
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Golliher, financial advisor Richmond IN
Matthew A. Golliher
CRD#: 6360230
One Woodside Drive, Richmond, IN 47374

Matthew Golliher (CRD# 6360230) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 9 years of experience in the finance industry.

2
Brett Guiley, financial advisor Richmond IN
Brett D. Guiley
CRD#: 4145989
One Woodside Drive, Richmond, IN 47374

Brett Guiley (CRD# 4145989) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 23 years of experience in the finance industry.

3
Stasia Veramallay, financial advisor Richmond IN
Stasia A. Veramallay
CRD#: 4123662
One Woodside Drive, Richmond, IN 47374

Stasia Veramallay (CRD# 4123662) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 24 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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