V
$34.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
84 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
-- Grafton WI
About Vision Financial Services LLC
Vision Financial Services LLC is an independent, fee-based RIA providing wealth management, financial planning, and business consulting with ongoing advice in a fiduciary capacity. The firm serves clients across 12 states and builds portfolios heavily using ETFs, with custody at Charles Schwab—useful for distribution teams targeting ETF model adoption and Schwab-aligned advisors.
Team overview
-- AVG AGE
$34.4M AVG AUM / ADVISOR
$409.9K AVG AUM / CLIENT
22.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
Available
Technology
Available
Owner & Executives
C
CRAIG GEORGE GONN
Chief Executive Officer
- CRD
- #2210754
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,428,872 | -- |
| Total | $34,428,872 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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