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VISTA FINANCIAL PLANNING

KALUZIAK, SOPHIE MARIE

CRD 129729

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101 NORTH MARION ST., SUITE 306, OAK PARK, IL, 60301, United States

Phone

708-445-8747

Fax

888-886-4718

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 29 broker-dealer reps

Clients

26-50

Fees

Fixed fees

Org form

Sole Proprietorship

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PLANNING AND PREPARATION

Client types

TypeClientsAUM
Individuals7$0
High net worth individuals22$0

All web addresses on file

Official SEC filing: View on IAPD