Active
ENVISION FINANCIAL LLC
Investment Advice|BROOKFIELD, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$252M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 252.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 314365 |
| SEC Number | 801-121297 |
| Street Address | 375 BISHOPS WAY SUITE 232 |
| Location | BROOKFIELD, WI 53005 |
| Country | United States |
| Phone | 262-354-7155 |
| Total Employees | 5 |
| Business Types | accountant |
Client Count by Type (107 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 107 |
Community Partners
CITY OF ANTIGO
COUNTY OF LANGLADE
TOWN OF ACKLEY
TOWN OF AINSWORTH
TOWN OF ANTIGO
TOWN OF ELCHO
TOWN OF EVERGREEN
TOWN OF LANGLADE
TOWN OF NEVA
TOWN OF NORWOOD
TOWN OF PARRISH
TOWN OF PECK
TOWN OF POLAR
TOWN OF PRICE
TOWN OF ROLLING
TOWN OF RUSSELL
TOWN OF SUMMIT
TOWN OF UPHAM
TOWN OF VILAS
TOWN OF WOLF RIVER
CITY OF ANTIGO
COUNTY OF LANGLADE
TOWN OF ACKLEY
TOWN OF AINSWORTH
TOWN OF ANTIGO
TOWN OF ELCHO
TOWN OF EVERGREEN
TOWN OF LANGLADE
TOWN OF NEVA
TOWN OF NORWOOD
TOWN OF PARRISH
TOWN OF PECK
TOWN OF POLAR
TOWN OF PRICE
TOWN OF ROLLING
TOWN OF RUSSELL
TOWN OF SUMMIT
TOWN OF UPHAM
TOWN OF VILAS
TOWN OF WOLF RIVER
CITY OF ANTIGO
COUNTY OF LANGLADE
TOWN OF ACKLEY
TOWN OF AINSWORTH
TOWN OF ANTIGO
TOWN OF ELCHO
TOWN OF EVERGREEN
TOWN OF LANGLADE
TOWN OF NEVA
TOWN OF NORWOOD
TOWN OF PARRISH
TOWN OF PECK
TOWN OF POLAR
TOWN OF PRICE
TOWN OF ROLLING
TOWN OF RUSSELL
TOWN OF SUMMIT
TOWN OF UPHAM
TOWN OF VILAS
TOWN OF WOLF RIVER
Municipal Government
22 Active
22
Organizations
ANTIGO CITY HOUSING AUTHORITY
ANTIGO SANITARY DISTRICT 1
ELCHO SANITARY DISTRICT 1
ENTERPRISE LAKE PROTECTION AND REHABILITATION DISTRICT
GREATER BASS LAKE PROTECTION AND REHABILITATION DISTRICT
LANGLADE COUNTY HOUSING AUTHORITY
POST LAKE PROTECTION AND REHAB DIST (LANGLADE AND ONEIDA)
ROLLING STONE LAKE PROTECTION AND REHABILITATION DISTRICT
RURAL FIRE CONTROL
ANTIGO CITY HOUSING AUTHORITY
ANTIGO SANITARY DISTRICT 1
ELCHO SANITARY DISTRICT 1
ENTERPRISE LAKE PROTECTION AND REHABILITATION DISTRICT
GREATER BASS LAKE PROTECTION AND REHABILITATION DISTRICT
LANGLADE COUNTY HOUSING AUTHORITY
POST LAKE PROTECTION AND REHAB DIST (LANGLADE AND ONEIDA)
ROLLING STONE LAKE PROTECTION AND REHABILITATION DISTRICT
RURAL FIRE CONTROL
ANTIGO CITY HOUSING AUTHORITY
ANTIGO SANITARY DISTRICT 1
ELCHO SANITARY DISTRICT 1
ENTERPRISE LAKE PROTECTION AND REHABILITATION DISTRICT
GREATER BASS LAKE PROTECTION AND REHABILITATION DISTRICT
LANGLADE COUNTY HOUSING AUTHORITY
POST LAKE PROTECTION AND REHAB DIST (LANGLADE AND ONEIDA)
ROLLING STONE LAKE PROTECTION AND REHABILITATION DISTRICT
RURAL FIRE CONTROL
Special District
9 Active
9
Organizations
ANTIGO UNIFIED SCHOOL DISTRICT
ELCHO JOINT SCHOOL DISTRICT 1
WHITE LAKE SCHOOL DISTRICT
ANTIGO UNIFIED SCHOOL DISTRICT
ELCHO JOINT SCHOOL DISTRICT 1
WHITE LAKE SCHOOL DISTRICT
ANTIGO UNIFIED SCHOOL DISTRICT
ELCHO JOINT SCHOOL DISTRICT 1
WHITE LAKE SCHOOL DISTRICT
School District
3 Active
3
Organizations
078 SOUTHEASTERN WISCONSIN CHAPTER OF TROUT UNLIMITED
102 MCKINLEY CHAPTER
23 CUB SCOUT PACK
313 ANTIGO CHAPTER OF TROUT UNLIMITED
395 WISCONSIN RIVER VALLEY CHAPTER OF TROUT UNLIMITED
4200 N 51ST INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
66FORTHE22 ORG INC
ABA MUSEUM FOUNDATION INC
ACADEMY OF BASIC EDUCATION INC
ACADEMY OF EXCELLENCE
ACFE MILWAUKEE CHAPTER 165 INC
ACTION ALLIANCE INC
ADVOCATES FOR VICTIMS OF ABUSE IN
ADVOCATES FOR VICTIMS OF DOMESTIC ABUSE
AHEPA SCHOLARSHIP FOUNDATION INC
ALLAY CARES INC
ALL BOUT CHILDREN PRESCHOOL INC
078 SOUTHEASTERN WISCONSIN CHAPTER OF TROUT UNLIMITED
102 MCKINLEY CHAPTER
23 CUB SCOUT PACK
313 ANTIGO CHAPTER OF TROUT UNLIMITED
395 WISCONSIN RIVER VALLEY CHAPTER OF TROUT UNLIMITED
4200 N 51ST INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
66FORTHE22 ORG INC
ABA MUSEUM FOUNDATION INC
ACADEMY OF BASIC EDUCATION INC
ACADEMY OF EXCELLENCE
ACFE MILWAUKEE CHAPTER 165 INC
ACTION ALLIANCE INC
ADVOCATES FOR VICTIMS OF ABUSE IN
ADVOCATES FOR VICTIMS OF DOMESTIC ABUSE
AHEPA SCHOLARSHIP FOUNDATION INC
ALLAY CARES INC
ALL BOUT CHILDREN PRESCHOOL INC
078 SOUTHEASTERN WISCONSIN CHAPTER OF TROUT UNLIMITED
102 MCKINLEY CHAPTER
23 CUB SCOUT PACK
313 ANTIGO CHAPTER OF TROUT UNLIMITED
395 WISCONSIN RIVER VALLEY CHAPTER OF TROUT UNLIMITED
4200 N 51ST INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
66FORTHE22 ORG INC
ABA MUSEUM FOUNDATION INC
ACADEMY OF BASIC EDUCATION INC
ACADEMY OF EXCELLENCE
ACFE MILWAUKEE CHAPTER 165 INC
ACTION ALLIANCE INC
ADVOCATES FOR VICTIMS OF ABUSE IN
ADVOCATES FOR VICTIMS OF DOMESTIC ABUSE
AHEPA SCHOLARSHIP FOUNDATION INC
ALLAY CARES INC
ALL BOUT CHILDREN PRESCHOOL INC
Nonprofit Organization
706 Active
706
Organizations
Community Partners84 organizations
CITY OF ANTIGO
Municipal Government·ANTIGO
COUNTY OF LANGLADE
Municipal Government·ANTIGO
TOWN OF ACKLEY
Municipal Government·ANTIGO
TOWN OF AINSWORTH
Municipal Government·PEARSON
TOWN OF ELCHO
Municipal Government·ELCHO
TOWN OF EVERGREEN
Municipal Government·WHITE LAKE
TOWN OF NEVA
Municipal Government·DEERBROOK
TOWN OF NORWOOD
Municipal Government·ANTIGO
TOWN OF PARRISH
Municipal Government·GLEASON
TOWN OF PECK
Municipal Government·DEERBROOK
TOWN OF POLAR
Municipal Government·POLAR
TOWN OF PRICE
Municipal Government·BRYANT
TOWN OF ROLLING
Municipal Government·ANTIGO
TOWN OF RUSSELL
Municipal Government·GLEASON
TOWN OF SUMMIT
Municipal Government·GLEASON
TOWN OF UPHAM
Municipal Government·DEERBROOK
TOWN OF VILAS
Municipal Government·DEERBROOK
TOWN OF WOLF RIVER
Municipal Government·WHITE LAKE
VILLAGE OF THIENSVILLE
Municipal Government·THIENSVILLE
VILLAGE OF WHITE LAKE
Municipal Government·WHITE LAKE
ANTIGO CITY HOUSING AUTHORITY
Special District·ANTIGO
ANTIGO SANITARY DISTRICT 1
Special District·ANTIGO
ELCHO SANITARY DISTRICT 1
Special District·ELCHO
LANGLADE COUNTY HOUSING AUTHORITY
Special District·ANTIGO
POST LAKE PROTECTION AND REHAB DIST (LANGLADE AND ONEIDA)
Special District·ANTIGO
ROLLING STONE LAKE PROTECTION AND REHABILITATION DISTRICT
Special District·THIENSVILLE
RURAL FIRE CONTROL
Special District·ANTIGO
078 SOUTHEASTERN WISCONSIN CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·BROOKFIELD
102 MCKINLEY CHAPTER
Nonprofit Organization·Brookfield
23 CUB SCOUT PACK
Nonprofit Organization·Brookfield
313 ANTIGO CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·ANTIGO
395 WISCONSIN RIVER VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·GLEASON
4200 N 51ST INC
Nonprofit Organization·BROOKFIELD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·ANTIGO
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Antigo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·ANTIGO
66FORTHE22 ORG INC
Nonprofit Organization·BROOKFIELD
ABA MUSEUM FOUNDATION INC
Nonprofit Organization·BROOKFIELD
ACADEMY OF BASIC EDUCATION INC
Nonprofit Organization·BROOKFIELD
ACADEMY OF EXCELLENCE
Nonprofit Organization·BROOKFIELD
ACFE MILWAUKEE CHAPTER 165 INC
Nonprofit Organization·Brookfield
ACTION ALLIANCE INC
Nonprofit Organization·Antigo
ADVOCATES FOR VICTIMS OF ABUSE IN
Nonprofit Organization·ANTIGO
ADVOCATES FOR VICTIMS OF DOMESTIC ABUSE
Nonprofit Organization·ANTIGO
AHEPA SCHOLARSHIP FOUNDATION INC
Nonprofit Organization·Brookfield
ALLAY CARES INC
Nonprofit Organization·Brookfield
ALL BOUT CHILDREN PRESCHOOL INC
Nonprofit Organization·BROOKFIELD
Allgaier Foundation
Nonprofit Organization·Brookfield
ALL STAR HEALTH CENTER INC
Nonprofit Organization·THIENSVILLE
ALZHEIMERS & DEMENTIA CAREBRIDGE INC
Nonprofit Organization·Brookfield
AMERICAN ACADEMY OF FAMILY PHYSICIANS-
Nonprofit Organization·THIENSVILLE
AMERICAN ASOCIATION OF PHYSICIANS FROM INDIA WISCONSIN INC
Nonprofit Organization·brookfield
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Brookfield
AMERICAN CHARITABLE FOUNDATION INC
Nonprofit Organization·Brookfield
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·BROOKFIELD
AMERICAN LEGION
Nonprofit Organization·Antigo
AMERICAN LEGION
Nonprofit Organization·Deerbrook
AMERICAN LEGION
Nonprofit Organization·WHITE LAKE
AMERICAN LEGION
Nonprofit Organization·Antigo
AMERICAN LEGION 0296 BEHLING KUTCHERA INC
Nonprofit Organization·BROOKFIELD
AMERICAN LEGION AUXILIARY
Nonprofit Organization·White Lake
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Deerbrook
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Antigo
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Brookfield
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Antigo
AMERICAN MALTING BARLEY ASSOCIATION INC
Nonprofit Organization·BROOKFIELD
American School Health Association
Nonprofit Organization·Brookfield
AMERICAN SOCIETY OF GOLF COURSE
Nonprofit Organization·BROOKFIELD
AMERICAN SOCIETY OF GOLF COURSE
Nonprofit Organization·BROOKFIELD
AMVETS
Nonprofit Organization·Gleason
AMY MONTESSORI SCHOOL INC
Nonprofit Organization·BROOKFIELD
ANABAPTIST HEALTH MINISTRIES INC
Nonprofit Organization·GLEASON
ANNEX CHARITABLE FOUNDATION INC
Nonprofit Organization·BROOKFIELD
ANTIGO 1ST INC
Nonprofit Organization·Antigo
ANTIGO AREA COMMUNITY FOOD PANTRY
Nonprofit Organization·ANTIGO
ANTIGO AREA RECREATION FOUNDATION INC
Nonprofit Organization·ANTIGO
ANTIGO AREA YOUTH HOCKEY
Nonprofit Organization·ANTIGO