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PLANVISION, LLC
CRD 166311 · SEC 801-112729
VT, United States
Phone
(612) 965-4286
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
10 total employees; 5 advisory reps; 7370 broker-dealer reps
Clients
More than 500
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPODCASTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2270 | $0 |
| High net worth individuals | 5100 | $0 |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.facebook.com/groups/planvisionclients
- https://www.facebook.com/planvision96/
- https://www.linkedin.com/company/weareplanvision/
- https://planvisionpodcast.com/
- https://www.instagram.com/planvision.markzoril/
- https://www.instagram.com/weareplanvision/
- HTTP://WWW.PLANVISIONMN.COM
- http://www.planvisionclients.com
Official SEC filing: View on IAPD