Vista Finance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$263,833,037
Clients
73
Advisors
4
of 5 employees
About
Vista Finance, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as trusts, estates, retirement plan sponsors, and business entities. The firm offers portfolio management (including a sponsored wrap fee program), financial planning and consulting, retirement plan consulting, and portfolio monitoring.
The firm combines multiple methods of analysis — including fundamental, quantitative, technical, sector and cyclical analysis — and uses asset-allocation approaches such as strategic, dynamic, tactical, and core-satellite allocation. Vista manages discretionary wrap accounts and may incorporate alternatives and structured products, cryptocurrencies, private equity, options and margin borrowing in client accounts, and it may manage held-away assets through third-party platforms such as Pontera while using custodians including Fidelity and Interactive Brokers.
Vista’s business structure includes several less-common affiliations for a team adviser: ownership interests in an affiliated insurance agency and a registered-agent services business, and a special purpose holding company formed in connection with creating an affiliated bank (Ventura National Bank & Trust). The firm also acts as a private fund adviser and fund sponsor/syndicator and discloses commissionable securities activity by representatives (registered with a broker-dealer), which the brochure identifies as sources of potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning and consulting services, fees based on scope and complexity
Commissions received from insurance sales through affiliated insurance agency and registered representatives selling securities; trail fees from commissionable mutual funds
Account minimum: $500,000 Minimum fee: Minimum annual fee for Portfolio Monitoring service generally $5,000, minimum annual fee for Wrap Comprehensive Portfolio Management $15,000 Fee-only: Flat or recurring fees for financial planning and consulting services, not exceeding $100,000; $1,200 maximum retainer when services cannot be rendered within 6 months
Main office
100 South Brentwood, Suite 350
Clayton MO 63105
Advisors at this office
4
Most active in
Colorado · Florida · Minnesota · Missouri · Texas · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brian L
Series 65
Clayton, MO
Vista Finance, LLC
Brian Landzaat is a financial advisor at Vista Finance, LLC with five years of industry experience. He holds a Series 65 designation and previously worked for The Private Bank/CIBC for 15 years. Landzaat also serves as Chief Fiduciary Officer at Vista National Bank & Trust. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, client-driven approach using both qualitative and quantitative methods to construct diversified portfolios that may include traditional and alternative investments.
Lincoln S
Series 63, Series 65
Clayton, MO
Vista Finance, LLC
Lincoln Sorensen is a financial advisor with Vista Finance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Little River Capital, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and CIBC USA. He serves as a director at Vista National Bank & Trust, focusing on trust, finance, compliance, and benefits. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, client-driven approach using both qualitative and quantitative methods to construct diversified portfolios that may include traditional and alternative investments.
Christopher W
Series 63, Series 65
Clayton, MO
Vista Finance, LLC
Christopher Williams is a financial advisor at Vista Finance, LLC with 15 years of industry experience. He previously worked at CIBC Bank USA for nine years before joining Vista Finance in 2021. Outside of his advisory role, he serves on the Planned Giving Committee for Forest Park Forever and the Expansion Steering Committee for LaunchCode, both nonprofit organizations focused on community and workforce development. Additionally, he holds a CEO position at Vista National Bank & Trust. Vista Finance, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plan sponsors, and business entities. The firm employs a variety of analytical methods and asset-allocation strategies, managing discretionary wrap accounts and incorporating alternative investments and third-party platforms.
Zachary T
Series 65
Clayton, MO
Vista Finance, LLC
Zachary Thomas is a financial advisor at Vista Finance, LLC with a Series 65 credential and one year of industry experience. Prior to joining Vista Finance, he worked at MassMutual NorthWest and spent several years employed at Chick-fil-A. Vista Finance, LLC provides investment advisory and planning services to individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, using a fiduciary, client-driven process that incorporates both qualitative and quantitative analysis across a broad range of asset classes.
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