Kevin P Ellis
Founding Partner, Chief Compliance OfficerEnvision Financial LLCCRD 3064106
About Kevin P Ellis
Kevin P Ellis is listed as Founding Partner, 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, 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
| Title | Founding Partner, Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |