RIA Intelligence

ENVISION INVESTMENT ADVISORS, LLC

CRD #143667 SEC #801-67791 OMAHA, NE 402-445-6100
SEC Registered
Total AUM
$25.7M
Discretionary
$24.7M
Employees
51
Clients
10
Accounts
895

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CLABAUGH, WILLIAM, RUSSELLIVICE PRESIDENT OF OPERATIONSNA Control
CLABAUGH, WILLIAM, RUSSELLIVICE PRESIDENT OF OPERATIONSNA Control
CLABAUGH, WILLIAM, RUSSELLIVICE PRESIDENT OF OPERATIONSNA Control
CLABAUGH, WILLIAM, RUSSELLIVICE PRESIDENT OF OPERATIONSNA Control
CLABAUGH, WILLIAM, RUSSELLIVICE PRESIDENT OF OPERATIONSNA Control
DINAN, JACOB, QUINTONIREGIONAL SALES DIRECTORNA Control
HOMANN, JAMES, JEPSONIVICE PRESIDENTS OF ADVISOR SERVICESNA Control
JINDRA, RYAN, MICHAELICEO & PRESIDENTNA Control
JINDRA, RYAN, MICHAELICEO, PRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
ROSIERE, DEANNA, ROSEICHIEF COMPLIANCE OFFICERNA Control
ENVISION FINANCIAL GROUP, INC.DEHOLDING COMPANYE Control
ENVISION FINANCIAL GROUP, INC.DEHOLDING COMPANYE Control
JINDRA, RYAN, MICHAELICEO & CHIEF COMPLIANCE OFFICERE Control
JINDRA, RYAN, MICHAELICEO & CHIEF COMPLIANCE OFFICERE Control
JINDRA, RYAN, MICHAELICEO & CHIEF COMPLIANCE OFFICERE Control
JINDRA, RYAN, MICHAELICEO & CHIEF COMPLIANCE OFFICERE Control
JINDRA, RYAN, MICHAELICEO & CHIEF COMPLIANCE OFFICERE Control
JINDRA, RYAN, MICHAELICEO & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 31, 2009 REGISTERED

Notice Filings (39)

AK AL AR AZ CA CO CT FL GA IA ID IL IN KS KY LA MA MD ME MI MN MO MT NC NE NH NM NY OH OK OR PA RI SC SD TN TX VA WI

Address

1065 NORTH 115TH STREET
SUITE 150
OMAHA, NE 68154
United States
Phone: 402-445-6100