CRD: 313535
Vision Casting Financial Planning, LLC
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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-02-2021
- Office Locations
- 1
Office Locations
About Vision Casting Financial Planning, LLC
Vision Casting Financial Planning, LLC is a Spokane-based, CFP-led advisory serving individuals and couples locally and remotely with values-based financial planning. Founder Kurt Heineman focuses on retirement and estate planning and incorporates socially responsible/ESG investing into portfolios, often using ETFs and public funds. Offers a complimentary first meeting and has been quoted in outlets including Forbes and U.S. News.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Eric Kurt Heineman
Agent, Managing Member
- CRD
- #7348673
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,894,858 | -- |
| Non-Discretionary | $1,529,526 | -- |
| Total | $14,424,384 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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