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Managing Member · Vista Finance, LLC

Lincoln A. Sorensen

CRD 7184126 · Named on Form ADV at one SEC-registered adviser

At a glance

Vista Finance, LLC, an SEC-registered wealth manager based in Clayton, MO with $320 million in regulatory assets, lists Lincoln A. Sorensen on its Form ADV as Managing Member, a control person.

Firms and roles

  • Vista Finance, LLCManaging MemberWealth manager · Clayton, MO · $320M in regulatory assets

AtlasMembers

Lincoln’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lincoln’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.