Stephen R. White
Investment Adviser Representative at Envision Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephen R. White is an investment adviser representative with Envision Financial LLC in Brookfield, WI, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Paulahogan. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida, Illinois, and Wisconsin.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Illinois, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BMO Wealth Management USJun 2014 – Dec 2024Milwaukee, WI
- Envision Financial LLCFeb 2025 – no end date reportedBrookfield, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Envision Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advice, retirement planning, income tax planning, estate and trust planning, integrated financial planning, and proprietary Monte Carlo modeling for retirement planning and asset allocation
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Brookfield, WI
- SEC file number:
- 801-121297
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 3, 2026
View full firm profileOther advisors at Envision Financial LLC
3 other advisors in the directory
Similar advisors in Brookfield, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen R. White has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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