Craig G. Gonn
Professional summary
Craig George Gonn is a registered financial advisor currently at VISION FINANCIAL SERVICES LLC located in Grafton, Wisconsin.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Craig has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Craig George Gonn's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2004 - Present
VISION FINANCIAL SERVICES LLC
December 5, 2003 - December 31, 2023
HARBOUR INVESTMENTS, INC.
November 18, 2002 - December 9, 2003
MORGAN STANLEY DW INC.
December 17, 2001 - December 9, 2003
MORGAN STANLEY DW INC.
March 31, 1992 - December 20, 2001
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/16/2026)
(1/5/2004)
Exams
Series 8
Date: 4/30/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
VISION FINANCIAL SERVICES LLC
CRD#: 129462 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 425 |
| AUM (Assets Under Management) | $ 34,428,872 |
Red Flags
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