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Stephen R. White

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 2025-02-28
IL RA APPROVED 2025-02-12
WI RA APPROVED 2025-02-12
  • FL RA
    APPROVED
    Since 2025-02-28
  • IL RA
    APPROVED
    Since 2025-02-12
  • WI RA
    APPROVED
    Since 2025-02-12

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
Bmo Wealth Management Us Milwaukee WI 06/2014 12/2024
Envision Financial Llc Brookfield WI 02/2025 Present
  • 06/2014 → 12/2024
    Bmo Wealth Management Us
    Milwaukee, WI
  • 02/2025 → Present
    Envision Financial Llc
    Brookfield, WI
Previous Registrations
  • 2013-09-23 → 2014-03-04
    Hogan Financial
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-20
  • S65 Uniform Investment Adviser Law Examination
    2013-09-20
Designations

View on SEC IAPD

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Jeffrey Lynn Stanich
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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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