Craig George Gonn

Current Employers

Vision Financial Services Llc

Grafton, WI • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-16
WI	RA	APPROVED	2004-01-05

TX RA
APPROVED

Since 2026-03-16
WI RA
APPROVED

Since 2004-01-05

Branch Locations

Grafton, WI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Harbour Investments, Inc.	Madison	WI	12/2003	01/2024
Vision Financial Services Llc	Grafton	WI	12/2003	Present
Bartlein Barrels	Jackson	WI	09/2013	02/2020

12/2003 → 01/2024

Harbour Investments, Inc.

Madison, WI
12/2003 → Present

Vision Financial Services Llc

Grafton, WI
09/2013 → 02/2020

Bartlein Barrels

Jackson, WI

Previous Registrations

2002-11-18 → 2003-12-09

Morgan Stanley Dw Inc.

Mequon, WI

Other Businesses

1. VISION FINANCIAL SERVICES LLC - INDEPENDENT INSURANCE AGENT WHICH MAY INCLUDE EQUITY INDEX ANNUITIES. 2.VFS LLC CONSULTING, PROVIDE CONSULTATION FOR A WIDE VARIETY OF FINANCIAL DECISIONS, 01/2004-PRESENT, 2 HRS/MONTH DEVOTED DURING TRADING HOURS, 2 HRS/MONTH DEVOTED AFTER TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-12-11
S63	Uniform Securities Agent State Law Examination	1992-04-10

S65 Uniform Investment Adviser Law Examination

1997-12-11
S63 Uniform Securities Agent State Law Examination

1992-04-10

View on SEC IAPD