Andrew M Parey
Investment adviser representative at Envision Financial LLC
10 yearsExperience
3 statesRegistered in
$352.9MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Envision Financial LLCOct 2024 to now
- American Tack & HardwareMay 2024 to Sep 2024
- U.S. BankMay 2023 to Aug 2023
- Quandt, Berndt, & Company LLCSep 2022 to May 2023
- Quandt, Berndt, & Company LLCMay 2022 to Aug 2022
- University of Wisconsin-madisonSep 2020 to May 2024
- Village of Elm GroveMay 2018 to Aug 2021
- Marquette University High SchoolAug 2016 to May 2020
- UnemployedJan 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, WI).
Envision Financial LLC
$352.9MAssets managed
125Clients
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
- 8208975
- Firm CRD
- 314365