Stephen R. White

ENVISION FINANCIAL LLC

Brookfield, WI 53005

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CRD#: 6197100

Professional summary

Stephen R. White, CFP® is a registered financial advisor currently at ENVISION FINANCIAL LLC located in Brookfield, Wisconsin.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Stephen has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen R. White's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 12, 2025 - Present

ENVISION FINANCIAL LLC

Office #1: 375 Bishops Way Suite 232, Brookfield, WI 53005

RIA

CRD#: 314365

Brookfield, WI

Past

September 23, 2013 - March 4, 2014

HOGAN FINANCIAL

RIA

CRD#: 111600

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENVISION FINANCIAL LLC

CRD#: 314365 / SEC#: 801-121297

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/28/2025)

IAR

Illinois
(2/12/2025)

IAR

Wisconsin
(2/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/20/2013

Uniform Investment Adviser Law Examination

Current Firm

ENVISION FINANCIAL LLC

CRD#: 314365 / SEC#: 801-121297

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

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Contact information

Main Address

375 Bishops Way Suite 232, Brookfield, WI 53005

Mailing Address

Phone number

(262) 354-7155

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM 2A, 2B, & CRS - COMBINED - FEB 2025 (2/13/2025)

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 251,993,929

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen R. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen R. White's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENVISION FINANCIAL LLC

HOGAN FINANCIAL

Primary Firm SEC Registration

ENVISION FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2013

Current Firm

ENVISION FINANCIAL LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVISION FINANCIAL LLC

TRUST BUT VERIFY

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