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Inactive

Kevin P Ellis

Envision Financial LLC

Brookfield, WI

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Current Employers
Envision Financial Llc

375 Bishops Way Suite 232, Brookfield, WI 53005 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-11
IL RA APPROVED 2024-07-09
WI RA APPROVED 2021-06-01
  • FL RA
    APPROVED
    Since 2024-07-11
  • IL RA
    APPROVED
    Since 2024-07-09
  • WI RA
    APPROVED
    Since 2021-06-01

Branch Locations

375 Bishops Way Suite 232, Brookfield, WI 53005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kyle Financial Services Mequon WI 02/2001 11/2020
Thrivent Advisor Network, Llc Elm Grove WI 11/2020 06/2021
Envision Financial Llc Brookfield WI 06/2001 Present
Previous Registrations
  • 2020-11-13 → 2021-06-01
    Thrivent Advisor Network, Llc
    Minneapolis, MN
    Elm Grove, WI
  • 2003-01-07 → 2020-11-25
    Kyle Financial Services
    Mequon, WI
  • 2002-01-22 → 2002-12-31
    Kyle Financial Services
    Mequon, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-22
S63 Uniform Securities Agent State Law Examination 1998-05-08
  • S65 Uniform Investment Adviser Law Examination
    1998-05-22
  • S63 Uniform Securities Agent State Law Examination
    1998-05-08
Designations

View on SEC IAPD

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Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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