Stephen Edgar Lahl
Investment adviser representative at Vista Advisor Group, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
11 years in the industry.
- Vista Advisor Group, LLCSep 2020 to now
- Charles Schwab & Co., Inc.Jun 2017 to Sep 2020
- Charles Schwab BankJun 2017 to Sep 2020
- Travis Credit UnionJun 2015 to Jun 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6352342
- Firm CRD
- 307268