Be advised. This firm is no longer registered.

Vision Investment Advisors, LLC

Vision Investment Advisors, LLC (CRD# 109621) is a financial advisory firm headquartered in Stamford, CT. They manage $68,345,549 in 153 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $446,703
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, IA, IL, LA, MA, MD, MI, ND, NE, NH, NJ, NV, NY, OR, SD, TN, TX

Financial Advisors at Vision Investment Advisors, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Jeffrey G. Engelman
CRD#: 4338185
3773 Cherry Creek North Drive, Suite 575, Denver, CO 80209
103
Wealthminder
score

Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success.  In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc.  He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001.  In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.

 

Born and raised in Diller, Nebraska, Mr. Engelman learned the Midwestern values of hard work, responsibility and integrity.  He now resides in Denver, Colorado with his wife three children.  Outside of work Jeff enjoys spending time with his family and friends as well as watching sporting events.  The Engelman's are members of Good Shepherd Catholic Church.

2
John P. Baack
CRD#: 2322983
Newton, MA
93
Wealthminder
score

John Baack (CRD# 2322983) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Newton, MA and has over 15 years of experience in the finance industry.

3
Thomas J. Catino
CRD#: 6021230
120 Long Ridge Road, 3 North, Stamford, CT 06902
93
Wealthminder
score

Thomas Catino (CRD# 6021230) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 6 years of experience in the finance industry.

4
John R. Dade
CRD#: 5636992
120 Long Ridge Road, 3 North, Stamford, CT 06902
93
Wealthminder
score

John Dade (CRD# 5636992) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 8 years of experience in the finance industry.

5
Steven E. Freed
CRD#: 4539715
Delray Beach, FL
93
Wealthminder
score

Steven Freed (CRD# 4539715) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Delray Beach, FL and has over 14 years of experience in the finance industry.

6
David H. Johnson
CRD#: 6162578
120 Long Ridge Road, 3 North, Stamford, CT 06902
93
Wealthminder
score

David Johnson (CRD# 6162578) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 5 years of experience in the finance industry.

7
John M. Karafa
CRD#: 2927594
120 Long Ridge Road, 3 North, Stamford, CT 06902
93
Wealthminder
score

John Karafa (CRD# 2927594) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 16 years of experience in the finance industry.

8
Lloyd G. King
CRD#: 1606277
75 Broad Street, New York, NY 10004
93
Wealthminder
score

Lloyd King (CRD# 1606277) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in New York, NY and has over 20 years of experience in the finance industry.

9
Ana Martinez
CRD#: 5288054
120 Long Ridge Road, 3 North, Stamford, CT 06902
93
Wealthminder
score

Ana Martinez (CRD# 5288054) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 7 years of experience in the finance industry.

10
Warren R. Shepherd
CRD#: 2408945
120 Long Ridge Road, 3 North, Stamford, CT 06902
93
Wealthminder
score

Warren Shepherd (CRD# 2408945) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Stamford, CT and has over 13 years of experience in the finance industry.

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