Robert Stagg Winston
Investment adviser representative at Vision Financial Management, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Vision Financial Management, LLCFeb 2014 to now
- LPL FinancialNov 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (OH).
Vision Financial Management, LLC
$165.7MAssets managed
449Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3085941
- Firm CRD
- 170003