CRD: 170003
Vision Financial Management, LLC
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2014
- Office Locations
- 1
Office Locations
About Vision Financial Management, LLC
Vision Financial Management, LLC is an Ohio-based advisory firm providing comprehensive financial planning and ongoing wealth management through its defined “Vision Process.” The practice supports retail clients, including entrepreneurs, with goal-based plans, portfolio construction, tax and estate planning considerations, and insurance/annuity guidance. Investment implementation primarily uses public funds and ETFs, with custody through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT STAGG WINSTON
Chief Compliance Officer, Managing Member
- CRD
- #3085941
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jeanine Frances Brindus
--
- CRD
- #6834918
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,662,012 | $221,770 |
| Non-Discretionary | $0 | -- |
| Total | $165,662,012 | $221,770 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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