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VISTA FINANCE, LLC
CRD 312082 · SEC 801-120420
100 SOUTH BRENTWOOD, SUITE 350, CLAYTON, MO, 63105, United States
Phone
314-518-5240
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$320.0M
Discretionary AUM
$304.6M
Team
5 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $4.0M |
| High net worth individuals | 58 | $259.8M |
| Charitable organizations | 15 | $1.6M |
| Corporations/business entities | 10 | $54.6M |
States served
CO, MN, WY, MO, TX, FL
All web addresses on file
- https://www.linkedin.com/company/vista-finance-llc?trk=public_profile_topcard-current-company
- http://www.myvista.us
- https://business.facebook.com/myvistafinance/
- https://twitter.com/vista_finance
- https://www.instagram.com/myvistafinance/
- https://www.linkedin.com/in/brian-landzaat-034a7838/
- https://www.linkedin.com/in/chris-williams-8369074/
- https://www.facebook.com/myvistafinance
- https://www.linkedin.com/in/lincoln-l-a-sorensen-a0179849/
Official SEC filing: View on IAPD