Clayton, MO South Brentwood logo

Clayton, MO South Brentwood Office

Team
Updated today
Vista Finance, LLC logo

Vista Finance, LLC

Supported

Firm-wide stats for Vista Finance, LLC

Total advisors

4

Across 2 offices

Clients per advisor

18 Low

Avg AUM per client

$3,614,151 Very High

HNW client ratio

79% Very High

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.

Based on Vista Finance, LLC

Expertise

Wealth management Tax strategies for small businesses

Based on Vista Finance, LLC

Occupation focus

Founder/Business Owner Executive

Based on Vista Finance, LLC

Location

100 South Brentwood, Suite 350

Clayton MO 63105

Advisors at this office

4

Advisors at this office

user avatar

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.

Wealth management Tax strategies for small businesses Founder/Business Owner Executive
user avatar

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.

Wealth management Tax strategies for small businesses Founder/Business Owner Executive
user avatar

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.

Wealth management Tax strategies for small businesses Founder/Business Owner Executive
user avatar

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.

Wealth management Tax strategies for small businesses Founder/Business Owner Executive
View complete list of advisors at this office
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