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Michael William Lahl

Vista Advisor Group, LLC

Walnut Creek, CA

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Current Employers
Vista Advisor Group, Llc

2950 Buskirk Avenue Suite 350, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-09-15
TX RA APPROVED 2020-09-14
  • CA RA
    APPROVED
    Since 2020-09-15
  • TX RA
    APPROVED
    Since 2020-09-14

Branch Locations

2950 Buskirk Avenue Suite 350, Walnut Creek, CA 94597 • 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
Minnesota Life Insurance Co. St. Paul MN 10/2010 09/2020
Securian Financial Services St. Paul MN 10/2010 09/2020
Sgc Financial Services San Mateo CA 10/2010 09/2020
Vista Advisor Group, Llc Walnut Creek CA 09/2020 Present
  • 10/2010 → 09/2020
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 10/2010 → 09/2020
    Securian Financial Services
    St. Paul, MN
  • 10/2010 → 09/2020
    Sgc Financial Services
    San Mateo, CA
  • 09/2020 → Present
    Vista Advisor Group, Llc
    Walnut Creek, CA
Previous Registrations
  • 2010-10-15 → 2020-10-01
    Securian Financial Services, Inc.
    San Ramon, CA
    San Mateo, CA
Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE SALES; INSURANCE AGENT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-09-21
  • S63 Uniform Securities Agent State Law Examination
    2007-09-21
Designations

View on SEC IAPD

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ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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