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No matter how much success you've achieved...

No matter how much wealth you’ve acquired, you need a plan to make the most of every bit of it. We can help you maximize the wealth your heirs will receive, ensure that your assets are distributed according to your wishes, and build a plan for not only your life but your legacy.

Contact us about our variety of sophisticated wealth transfer services.

Vista Investment Partners
Oklahoma City Office
Indiana Office
Copyright © 2023 Vista Investment Partners. All Rights Reserved

Please review the Vista Investment Partner’s CRS.

Please review the Vista Investment Partner’s ADV.

This website (www.vistainvestment.com) (this "Website") is owned and operated by Vista Investment Partners LLC ("Vista"). Vista offers investment advisory services and is registered with the U.S. Securities and Exchange Commission ("SEC"). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Vista as of the date hereof, which are subject to change without notice at any time. Vista does not represent that any opinion or projection will be realized. Neither Vista nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

TERMS OF USE

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here. We are registered to offer securities in the following states:  AK, AZ, FL, IL, IN, KY, MN, MO, NC, OH, OK, SC, VT. We are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here.

We cannot accept any orders and/or instructions regarding your account by email, voice mail, fax or any alternate method. Securities offered through Level Four Financial, LLC Member FINRA/SIPC.  Advisory services offered through Vista Investment Partners, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Vista Investment Partners, and Level Four Insurance Agency, LLC are independent entities. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. 

 Vista Investment Partners does not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing. This communication is strictly intended for individuals residing in the states Vista Investment Partners are registered in. No offers may be made or accepted from any resident outside of Vista Investment Partners registered states.

DISCLOSURE

Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any mutual fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. The use of Vista Investment Partners web site is at your own sole risk. Vista Investment Partners website is provided on an "as is" and "as available" basis. Vista Investment Partners makes no warranty that Vista Investment Partners website will be uninterrupted, timely, secure or error free.

This web site is published solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. References made to third parties are based on information obtained from sources believed to be reliable but are not guaranteed as being accurate. Visitors should not regard it as a substitute for the exercise of their own judgment. Vista Investment Partners accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this material. Our comments are an expression of opinion. While we believe our statements to be true, they always depend on the reliability of our own credible sources. We recommend that you consult with a licensed, qualified investment advisor before making any investment decisions.

Trademarks and service marks herein are their owners' property. Third-party data providers make no warranties or representations of the accuracy, completeness, or timeliness of their data and shall not have liability for any damages relating to such data. This report or portions of it may not be reprinted, sold or redistributed without the written consent of Vista Investment Partners. Additional information on recommended securities is available on request.

Diversification does not ensure a profit or guarantee against a loss. There is no assurance that any investment strategy will be successful. Investing involves risk and you may incur a profit or a loss.