Robert Stagg Winston

Employer firm

Vision Financial Management, LLC CRD 170003

$166M regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → Present
  Lpl Financial
  Cuyahoga Falls, OH
• 02/2014 → Present
  Vision Financial Management
  Cuyahoga Falls, OH

Previous Registrations

• 2003-05-15 → 2004-12-15
  Mml Investors Services, Llc
  Cuyahoga Falls, OH

Other Businesses

1. 11/01/2004 - NON-VARIABLE INSURANCE, SELL HEALTH & LTC. 2. 02/20/2014 - DBA FOR VISION FINANCIAL MANAGEMENTLPL BUSINESS (ENTITY FOR LPL BUSINESS) - CUYAHOGA FALLS, OH 3. 05/28/2014 - VISION FINANCIAL MANAGEMENT - REGISTERED INVESTMENT ADVISOR - (HYBRID) VISION FINANCIAL MANAGEMENT - TIME SPENT 50% - CUYAHOGA FALLS, OH 4. 08/14/2014 - REAL ESTATE RENTAL - TIME SPENT 1 HOUR PER MONTH - CUYAHOGA FALLS, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-10

Designations

• Certified Financial Planner