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VISTA FINANCE, LLC
VISTA FINANCE, LLC
CLAYTON, Missouri
·
3 registered advisors
·
CRD# 312082
SEC# 801-120420
0
314-518-5240
01
Firm Overview
AUM
$210M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VISTA FINANCE, LLC
3 registered advisors
Brian Thomas Landzaat
CLAYTON, Missouri
CRD# 7334346
Christopher Brent Williams
CLAYTON, Missouri
CRD# 3268710
Lincoln Andrew Sorensen
CLAYTON, Missouri
CRD# 7184126
05
Office Locations
CLAYTON, Missouri
3 advisors
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Data sourced from SEC Form ADV filings. VISTA FINANCE, LLC (CRD# 312082) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.