# ENVISION INVESTMENT ADVISORS, LLC

ENVISION INVESTMENT ADVISORS, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 143667
- Type: SEC-registered investment adviser
- SEC file number: 801-67791
- Location: 1065 NORTH 115TH STREET, SUITE 150, OMAHA, NE, 68154
- Phone: 402-445-6100
- Latest filing: 2009-06-01
- Regulatory AUM: $25.7M
- Discretionary AUM: $24.7M
- Non-discretionary AUM: $965K
- Clients: 51
- Accounts: 895

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| JINDRA RYAN MICHAEL | CEO & CHIEF COMPLIANCE OFFICER; CEO & PRESIDENT; CEO, PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| CLABAUGH WILLIAM RUSSELL | VICE PRESIDENT OF OPERATIONS | — |
| HOMANN JAMES JEPSON | VICE PRESIDENTS OF ADVISOR SERVICES | — |
| ROSIERE DEANNA ROSE | CHIEF COMPLIANCE OFFICER | — |
| DINAN JACOB QUINTON | NATIONAL SALES MANAGER; REGIONAL SALES DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143667/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143667/similar
- Related entities: https://search.stillhousedata.com/firm/143667/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143667

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.