Lincoln Sorensen is a registered investment advisor at Vista Finance, LLC, based in Clayton, MO, with 6 years of industry experience. Lincoln operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 86 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vista Finance offers wrap comprehensive portfolio management services. Please refer to the Wrap Fee Program Brochure for information regarding fees. Vista Finance also uses Pontera to manage assets held away, which charges a 0.25% fee in addition to Vista Finance's wrap fee.
Location
100 South Brentwood, Suite 350, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lincoln is a registered investment advisor representative with Vista Finance LLC, working as a Client Advisor and Director of Investment Strategy, dedicating full-time hours. He is also a Registered Representative with Little River Capital, LLC, selling commissionable securities, and an Executive Management Director at Vista National Bank & Trust, spending about half of his time in this role.
Employment History
Current Registrations
Vista Finance, LLC
Previous Registrations
Little River Capital, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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