Stephen
White
Envision Financial LLC
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About this Advisor
Stephen White is a financial advisor based in Brookfield, Wisconsin, working with Envision Financial LLC. Stephen has previously worked at Bmo Wealth Management Us and Envision Financial LLC. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Florida, Illinois, and Wisconsin. Currently, Stephen is part of Envision Financial LLC, which is located in Brookfield, Wisconsin. The firm has 5 employees and manages assets totaling $252.0 million. The firm serves high-net-worth clients and offers financial planning services as well as portfolio management for individuals and small businesses. The fee structure at Envision Financial LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Envision Financial LLC Brokerage Details
$251,993,929
5
108
$2,333,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen White Work History
Envision Financial LLC
Bmo Wealth Management Us
Disclosures
Please visit the SEC profile of Stephen White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Envision Financial LLC
Brookfield, WI
Brookfield, WI
Brookfield, WI
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