Vision Financial Services LLC Wealth Management

CONNECT

Address:

P.O.Box 15
Grafton, WI 53024

Phone:

262-375-8371,Toll Free: 866-966-PLAN

Fax/Other:

262-377-2848

Our Qualifications

Craig G. Gonn, the firm’s Founder & President attended Carthage College (1978-79), the University of Wisconsin-Parkside (1979-1980) majoring in business administration, and (1997-99) obtained the designations “Portfolio Manager” and “Retirement Specialist” from Everen University.

Professional designations and awards:

FIC (Fraternal Insurance Counselor)

FICF (Fraternal Insurance Counselor Fellow)

Craig has been recognized by the largest and most widely published Wealth Manager Award

program in North America for 2012, 2013, 2014, 2015, 2016, 2017 (Five Star Wealth Manager Award).

Professional registrations / licenses :

Series 7 – General Securities Representative

Series 8 – Manager, Office of Supervisory Jurisdiction

Series 9 & 10 – General Securities Sales Supervisor

Series 63 – Securities Agent

Series 65 – Investment Advisor Representative

RIA - Registered Investment Advisor ( Illinois, Texas, Wisconsin )

Wisconsin - Life, Variable Life, Variable Annuity, Accident & Health - Long Term Care Insurance License 

Illinois - Life, Variable Life, Variable Annuity, Accident & Health - Long Term Care Insurance License

Texas - Life, Variable Life, Variable Annuity, Accident & Health Insurance License

Employment history:

12/2003 to Present - President & CEO of VISION FINANCIAL SERVICES LLC  

12/2001 to 12/2003 -  Senior Vice President for Morgan Stanley  

10/1999 – 12/2001 –  Senior Vice President - Branch Manager for First Union Securities formally Everen Securities/Kemper Securities/Blunt Ellis & Loewi Inc.                

09/1995 – 10/1999 –  Senior Vice President - Branch Manager for Everen Securities formally Kemper Securities/Blunt Ellis & Loewi Inc.

01/1992 – 08/1995 – Vice President for Kemper Securities/Blunt Ellis & Loewi Inc.

06/1991 – 12/1991 – General Manager, Silica Glass Co.

12/1987 – 06/1991 – Sales Manager and Marketing Specialist for Catholic Knights Insurance Society.

1995-1997 Member of the Board of Directors for Catholic Knights Insurance Society.

1993-1995 President of Branch 89 for Catholic Knights Insurance Society.

Other information:

Craig and his wife Sheri have been married for over 32 years and attend Alliance Bible Church in Mequon,Wi. 

They have two children Lauren & Brad and their dog Jazzy!

When Craig is not working he enjoys spending time outdoors with his family, usually Fishing and his love for football will never have an expiration date.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck