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VISTA INVESTMENT PARTNERS II, LLC
VISTA INVESTMENT PARTNERS II, LLC
VISTA INVESTMENT PARTNERS
RICHMOND, Indiana
·
2 registered advisors
·
CRD# 327983
SEC# 801-128904
0
765-962-5153
01
Firm Overview
AUM
$250M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VISTA INVESTMENT PARTNERS II, LLC
2 registered advisors
Brett Douglas Guiley
RICHMOND, Indiana
CRD# 4145989
Sarah Elizabeth Peacock
RICHMOND, Indiana
CRD# 6704803
05
Office Locations
RICHMOND, Indiana
2 advisors
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Data sourced from SEC Form ADV filings. VISTA INVESTMENT PARTNERS II, LLC (CRD# 327983) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.