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Sophie Marie Kaluziak

Vista Financial Planning

Oak Park, IL

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Current Employers
Vista Financial Planning

101 North Marion St., Suite 306, Oak Park, IL 60301 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2004-03-09
  • IL RA
    APPROVED
    Since 2004-03-09

Branch Locations

101 N. Marion, Suite 306, Oak Park, IL 60301 • 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
Vista Financial Planning Oak Park IL 10/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-06
  • S65 Uniform Investment Adviser Law Examination
    2004-01-06

View on SEC IAPD

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Other Offices

MADDEN FUNDS MANAGEMENT · OAK PARK, IL
STONEBROOK CAPITAL MANAGEMENT, INC. · OAK PARK, IL
LPL FINANCIAL LLC · OAK PARK, IL
EDWARD JONES · OAK PARK, IL
AMERITAS ADVISORY SERVICES, LLC · OAK PARK, IL
KEFFER FINANCIAL PLANNING · OAK PARK, IL
J.P. MORGAN SECURITIES LLC · OAK PARK, IL
INTEGRATED ADVISORS NETWORK LLC · Oak Park, IL

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