Craig Gonn
Craig Gonn is a registered investment advisor at Vision Financial Services LLC, based in Grafton, WI, with 33 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 84 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Financial Services offers investment advice and management for a fee of up to 2.0% of the assets they manage. This fee can cover either a wrap fee program, where transaction fees are included, or a standard advisory program where transaction and custodial fees are separate. Clients can also opt for a portfolio of passive ETFs with a lower annual fee of up to 1.0%.
Location
Grafton, WI
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Regulatory History (1)
Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Craig is an independent insurance agent with Vision Financial Services LLC, which may include equity index annuities. He also provides financial consultation through VFS LLC Consulting, dedicating minimal time to this activity.
Employment History
Current Registrations
Vision Financial Services LLC
Previous Registrations
Harbour Investments, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
First Union Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.