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Brian Thomas Landzaat

Investment adviser representative at Vista Finance, LLC
20 yearsExperience
1 stateRegistered in
$320MFirm assets
5 yearsFirm in business

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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
  • Pension consulting

Experience

20 years in the industry.

  1. Vista Finance, LLCMar 2021 to now
  2. The Private Bank/cibcJan 2006 to Mar 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (MO).

Vista Finance, LLC

$320MAssets managed
98Clients
4Advisers
5 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
7334346
Firm CRD
312082
Advisor's SEC record (opens in a new tab)
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