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Kevin P Ellis

Founding Partner, President, Chief Compliance OfficerEnvision Financial LLCCRD 3064106

About Kevin P Ellis

Kevin P Ellis is listed as Founding Partner, President, Chief Compliance Officer at Envision Financial LLC in Brookfield, WI. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Envision Financial LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kevin P Ellis work?

Kevin P Ellis is listed as Founding Partner, President, Chief Compliance Officer at Envision Financial LLC on SEC Form ADV.

How much of Envision Financial LLC does Kevin P Ellis own?

Form ADV reports a beneficial ownership band of 50-75%.

Envision Financial LLC

TitleFounding Partner, President, Chief Compliance Officer
Ownership50-75%
Control personYes
Since2021
View Envision Financial LLC →