Vision Financial Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 170003
- SEC number
- 801-133721
- Firm type
- RIA
- Assets under management
- $165.7M as of Jan 8, 2026
- Website
- www.linkedin.com/IN/ROBWINSTON ↗
- Phone
- 330-929-9900
- Address
- 122 Broad Blvd., Cuyahoga Falls, OH, 44221
Advisors at this firm
2 in our index · page 1 of 1
-
Jeanine Frances BrindusCRD 6834918 · Cuyahoga Falls, OHIA RegisteredBroker
-
Robert Stagg WinstonCRD 3085941 · Cuyahoga Falls, OHIA RegisteredBroker
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 170003 ↗
FINRA BrokerCheck record for firm CRD 170003 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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