VISTA FINANCIAL PLANNING

VISTA FINANCIAL PLANNING of OAK PARK, IL is an SEC-registered investment adviser (CRD 129729).

Registration

• CRD: 129729
• Type: Registered investment adviser
• Location: 101 NORTH MARION ST., SUITE 306, OAK PARK, IL, 60301
• Phone: 708-445-8747
• Latest filing: 2026-02-13
• Clients: 1

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129729 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search