Michael William Lahl
Investment adviser representative at Vista Advisor Group, LLC
16 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$314.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Vista Advisor Group, LLCSep 2020 to now
- Minnesota Life Insurance Co.Oct 2010 to Sep 2020
- Securian Financial ServicesOct 2010 to Sep 2020
- Sgc Financial ServicesOct 2010 to Sep 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Vista Advisor Group, LLC
$314.6MAssets managed
688Clients
3Advisers
6 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
- 5155603
- Firm CRD
- 307268