VISTA INVESTMENT PARTNERS LLC

5601 North Classen Boulevard
Suite 101
Oklahoma City, Oklahoma 73118
Tel: 405-608-5390

About VISTA INVESTMENT PARTNERS LLC

VISTA INVESTMENT PARTNERS LLC, formally registered with the SEC as VISTA INVESTMENT PARTNERS LLC. The firm was established in 01/03/2017. They have over 2 offices throughout the country.

VISTA INVESTMENT PARTNERS LLC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $541,021,596 assets under management, offering retirement planning & investment advisory services to 1601 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286014
SEC#	801-108779
Assets Managed by Firm	$541,021,596
No. of Clients	1601
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1601	$541,021,596
Individuals (other than high net worth individuals)	363	$105,930,067
High net worth individuals	109	$396,647,069
Charitable organizations	3	$3,561,742
Corporations or other businesses	23	$34,882,718

More Retirement Planning firms in Oklahoma City, Oklahoma:

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CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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