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, 2018, 2019, 2020, 2021, 2022, 2023 (Five Star Wealth Manager Award). 12 Years in a row!
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, Accident & Health - Long Term Care Insurance License
Illinois - Life, Accident & Health - Long Term Care Insurance License
Texas - Life, 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 39 years and attend Alliance Bible Church in Mequon,Wi.
They have two grown children Lauren & Brad.
When Craig is not working he enjoys spending time outdoors with his family and friends, usually Fishing and his love for football will never have an expiration date.
Craig & Sheri are supporters of several charities like the Milwaukee Rescue Mission a Christian-based charity compassionately serving men, women and children who are homeless, hungry or poor.