Vivid Tax & Wealth Advisors Employee Directory

Financial ServicesIowa, United States2-10 Employees

Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a registered investment adviser. Insurance products and services are offered through Vivid Tax & Wealth Advisors, (VTWA), and individually licensed and appointed agents. Tax planning and preparation services are offered through Vivid Tax Center, LLC (VTC). VWM and VTWA do not provide tax or legal advice. VWM, VTWA and VTC are affiliated companies.

This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Vivid Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. 

As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.

Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Vivid Wealth Management does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Find Vivid Tax & Wealth Advisors employees' phone numbers or email addresses

Vivid Tax & Wealth Advisors Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Vivid Tax & Wealth Advisors's Leadership

  • Stylized image of a person
    C. M.
    President
    Phone icon
  • Stylized image of a person
    K. M.
    Managing Director
    Phone icon
  • Stylized image of a person
    S. B.
    Health Insurance Specialist
    Phone icon
  • Stylized image of a person
    S. M.
    Motivational Speaker
    Phone icon

Vivid Tax & Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Vivid Tax & Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M.
    President
    Phone icon
    United StatesIowa
    Sep 09, 2025
  • Stylized image of a person
    K. M.
    Managing Director
    Phone icon
    United StatesIowa
    Sep 09, 2025
  • Stylized image of a person
    S. B.
    Health Insurance Specialist
    Phone icon
    United StatesIowa
    Sep 08, 2025
  • Stylized image of a person
    S. M.
    Motivational Speaker
    Phone icon
    United StatesIowa
    Oct 18, 2024

Frequently Asked Questions

What is Vivid Tax & Wealth Advisors known for?

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Vivid Tax & Wealth Advisors was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 3737 Woodland Avenue West Des Moines, Iowa United States; you can contact the main corporate office by phone at . Explore Vivid Tax & Wealth Advisors's company overview page for more information.

What is Vivid Tax & Wealth Advisors's most common email format?

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Vivid Tax & Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vivid Tax & Wealth Advisors email formats with LeadIQ.

How many employees does Vivid Tax & Wealth Advisors have currently?

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Vivid Tax & Wealth Advisors has approximately 6 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Vivid Tax & Wealth Advisors's key employees and leadership?

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As of April 2026, Vivid Tax & Wealth Advisors's key employees include:

  • President: C. M.
  • Managing Director: K. M.
  • Health Insurance Specialist: S. B.
  • Motivational Speaker: S. M.

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