Brett Douglas Guiley
Investment adviser representative at Vista Investment Partners
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$383.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Vista Investment Partners Ii, LLCNov 2023 to now
- Level Four Financial, LLCOct 2022 to now
- Vista Investment Partners LLCJan 2018 to now
- Cantella & Co., Inc.Jan 2018 to Oct 2022
- Raymond James & Associates, Inc.Dec 2005 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Vista Investment Partners
Legal name: Vista Investment Partners Ii, LLC
$383.1MAssets managed
494Clients
7Advisers
2 yearsIn 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
- 4145989
- Firm CRD
- 327983