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Andrew M Parey

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 2026-01-12
IL RA APPROVED 2026-01-07
WI RA APPROVED 2026-01-07
  • FL RA
    APPROVED
    Since 2026-01-12
  • IL RA
    APPROVED
    Since 2026-01-07
  • WI RA
    APPROVED
    Since 2026-01-07

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
Envision Financial Llc Brookfield WI 10/2024 Present
American Tack & Hardware Brookfield WI 05/2024 09/2024
U.S. Bank Milwaukee WI 05/2023 08/2023
Quandt, Berndt, & Company Llc Brookfield WI 05/2022 08/2022
Quandt, Berndt, & Company Llc Brookfield WI 09/2022 05/2023
University Of Wisconsin-Madison Madison WI 09/2020 05/2024
Marquette University High School Milwaukee WI 08/2016 05/2020
Unemployed Elm Grove WI 01/2016 05/2018
Village Of Elm Grove Elm Grove WI 05/2018 08/2021
  • 10/2024 → Present
    Envision Financial Llc
    Brookfield, WI
  • 05/2024 → 09/2024
    American Tack & Hardware
    Brookfield, WI
  • 05/2023 → 08/2023
    U.S. Bank
    Milwaukee, WI
  • 05/2022 → 08/2022
    Quandt, Berndt, & Company Llc
    Brookfield, WI
  • 09/2022 → 05/2023
    Quandt, Berndt, & Company Llc
    Brookfield, WI
  • 09/2020 → 05/2024
    University Of Wisconsin-Madison
    Madison, WI
  • 08/2016 → 05/2020
    Marquette University High School
    Milwaukee, WI
  • 01/2016 → 05/2018
    Unemployed
    Elm Grove, WI
  • 05/2018 → 08/2021
    Village Of Elm Grove
    Elm Grove, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-15
  • S65 Uniform Investment Adviser Law Examination
    2025-11-15

View on SEC IAPD

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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

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