VISION FINANCIAL PLANNING LLC.

VISION FINANCIAL PLANNING LLC. is an SEC-registered investment adviser (CRD 325560). Regulatory assets under management: $24.3M.

Registration

• CRD: 325560
• Type: Registered investment adviser
• Phone: 319-210-0503
• Latest filing: 2026-06-25
• Regulatory AUM: $24.3M
• Discretionary AUM: $24.3M
• Clients: 1
• Accounts: 45

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325560 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search