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Inactive

Ryan Daniel Wolfshorndl

Financial Vision LLC

Goleta, CA

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Current Employers
Financial Vision Llc

5290 Overpass Rd Suite 217, Goleta, CA 93111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
  • CA RA
    APPROVED
    Since 2026-01-07

Branch Locations

5290 Overpass Rd Suite 217, Goleta, CA 93111 • 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
Financial Vision, Llc Santa Barbara CA 01/2013 Present
Anodos Advisors, Llc Santa Barbara CA 01/2013 Present
  • 01/2013 → Present
    Financial Vision, Llc
    Santa Barbara, CA
  • 01/2013 → Present
    Anodos Advisors, Llc
    Santa Barbara, CA
Previous Registrations
  • 2011-07-05 → 2024-03-08
    Anodos Advisors, Llc
    Goleta, CA
    Santa Barbara, CA
    Santa Barbara, CA
Other Businesses

ANODOS ADVISORS, LLC IS INVESTMENT RELATED. 5290 Overpass Rd, SUITE 217, SANTA BARBRA, CA 93111. FINANCIAL CONSULTING FIRM. RYAN WOLFSHORNDL IS A PARTNER WITH A START DATE OF OCTOBER 2005. 136HR/MO. PORTFOLIO MANAGEMENT AND FINANCIAL PLANNING SERVICES WITH LIMITED DISCRETIONARY POWER. ANY COMPENSATION RECEIVED FOR SERVICES RENDERED WILL REMAIN SEPARATE FROM FINANCIAL VISION, LLC. IT IS BELIEVED THAT THIS AFFILIATION DOES NOT PRESENT A CONFLICT OF INTEREST FOR FINANCIAL VISION CLIENTS.

Designations

View on SEC IAPD

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EDWARD JONES
WALKABOUT VENTURES LLC
FARMERS ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC

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Other Offices

PLATFORM WEALTH ADVISORS · Goleta, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Goleta, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GOLETA, CA
J.P. MORGAN SECURITIES LLC · GOLETA, CA
EDWARD JONES · GOLETA, CA
WALKABOUT VENTURES LLC · SANTA BARBARA, CA
FARMERS ASSET MANAGEMENT, LLC · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

More in Goleta, CA

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