VISIO FINANCIAL SERVICES INC. is a Wisconsin corporation, registered on June 28, 2012. The company is currently listed as active on the Wisconsin register, is registered under company number V024282 and carries EIN 371739594. Its E-Verify enrollment reports a workforce of 100 to 499 employees, hiring at 55 sites across 14 states. Public records for the company include 1 SoS registration, 2 federal contracts, 2 loan records, 5 E-Verify records and 10 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | VISIO FINANCIAL SERVICES INC. |
|---|---|
| Registration state | Wisconsin |
| Status | Active |
| Registered | 28 June 2012 (about 14 years ago) |
| Entity type | Corporation |
| Standing | compliant |
| Company number | V024282 |
| EIN | 371739594 |
| LEI | 5493006O6Q2F0MR0ZM22 |
| Employees (modeled) | ≈210 employees2024 |
| Workforce size | 100 to 499 employees · updated 7 June 2026 |
| Hiring sites | 55 sites across 14 states |
| Registered agent | CORPORATION SERVICE COMPANY |
| Source registry |
|---|
| Wisconsin Department of Financial Institutions · updated 15 June 2026 |
| Public records | 1 SoS registration |
|---|
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| Est. revenue (modeled) | $72.7M2024 |
|---|---|
| Federal contractor | Yes · 2 federal recipient records (SAM) |
| SBA loans | $3.2M · approved amounts |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| WisconsinTHIS | VISIO FINANCIAL SERVICES INC. | 2012-06-28 | CORPORATION SERVICE COMPANY | — | Active | |
Filing ID V024282 Jurisdiction Domestic · Corporation Principal address — Registered agent CORPORATION SERVICE COMPANY33 EAST MAIN STREET, SUITE 610, MADISON, WI, 53703 Officers Not reported | ||||||
| Alaska | Visio Financial Services Inc. | 2012-12-05 | Corporation Service Company | DeJohn AllenOfficerPamela MartinOfficer2 more | Active | |
| Arkansas | VISIO FINANCIAL SERVICES INC. | 2019-02-28 | CORPORATION SERVICE COMPANY | JENNY COUPLAND (CEO)OfficerWILLIAM KERLEYOfficer2 more | Active | |
| Arizona | VISIO FINANCIAL SERVICES INC. | 2012-06-27 | CORPORATION SERVICE COMPANY | Sean BanchikDirectorWilliam KerleyDirector5 more | Active | |
| California | VISIO FINANCIAL SERVICES INC. | 2012-06-26 | CORPORATION SERVICE COMPANY | JEFF BALLOfficerJENNY COUPLANDOfficer5 more | Active | |
| Connecticut | VISIO FINANCIAL SERVICES INC. | 2012-06-27 | CORPORATION SERVICE COMPANY | JEFF BALLOfficer, DirectorDavid SchneiderOfficer8 more | Active | |
| District of Columbia | Visio Financial Services, Inc. | 2024-01-03 | CORPORATION SERVICE COMPANY | David SchneiderOwner | Active | |
| Delaware | VISIO FINANCIAL SERVICES INC. | 2012-04-26 | CORPORATION SERVICE COMPANY | — | Unknown | |
| Florida | VISIO FINANCIAL SERVICES INC. | 2012-06-27 | CORPORATION SERVICE COMPANY | JEFF BALLOfficer, DirectorDeJohn AllenOfficer7 more | Active | |
| Georgia | VISIO FINANCIAL SERVICES INC. | 2012-06-27 | Corporation Service Company | Katherine Mimi FrushaOfficerDeJohn AllenOfficer1 more | Active | |
| Hawaii | VISIO FINANCIAL SERVICES INC. | 2013-07-30 | CORPORATION SERVICE COMPANY | HAYNES, MICHAELDirectorSCHNEIDER,DAVIDOfficer, Director4 more | Active | |
| Iowa | VISIO FINANCIAL SERVICES INC. | 2012-06-27 | CORPORATION SERVICE COMPANY | DEJOHN ALLENOfficerSEAN BANCHIKDirector4 more | Active | |
| Idaho | Visio Financial Services Inc. | 2025-01-28 | CORPORATION SERVICE COMPANY | William KerleyDirectorJeff BallDirector5 more | Active | |
| Indiana | VISIO FINANCIAL SERVICES INC. | 2012-06-27 | CORPORATION SERVICE COMPANY | Michael HaynesOfficerJenny CouplandOfficer4 more | Active | |
| Kansas | VISIO FINANCIAL SERVICES INC. | 2012-06-27 | CORPORATION SERVICE COMPANY | — | Active | |
| Kentucky | VISIO FINANCIAL SERVICES INC. | 2012-06-28 | Corporation Service Company | William KerleyDirectorDeJohn AllenOfficer4 more | Active | |
| Louisiana | VISIO FINANCIAL SERVICES INC. | 2012-08-02 | CORPORATION SERVICE COMPANY | Jenny CouplandDirector, OfficerWilliam KerleyDirector4 more | Active | |
| Massachusetts | VISIO FINANCIAL SERVICES INC. | 2012-07-03 | CORPORATION SERVICE COMPANY | Jenny CouplandDirector, OfficerJeff BallDirector5 more | Active | |
| Maine | VISIO FINANCIAL SERVICES INC. | 2012-06-28 | CORPORATION SERVICE COMPANY | — | Active | |
| Minnesota | Visio Financial Services Inc. | 2012-06-26 | Corporation Service Company | Jenny CouplandOfficer | Inactive | |
| Mississippi | Visio Financial Services Inc. | 2012-06-27 | CORPORATION SERVICE COMPANY | David SchneiderDirector, OfficerMATT MATZAOfficer | Active | |
| Montana | Visio Financial Services Inc. | 2019-01-24 | CORPORATION SERVICE COMPANY | Michael HaynesDirectorJenny CouplandDirector4 more | Active | |
| New Hampshire | Visio Financial Services Inc. | 2012-06-28 | CORPORATION SERVICE COMPANY | Sean BanchikDirectorJenny CouplandOfficer, Director5 more | Active | |
| New Mexico | VISIO FINANCIAL SERVICES INC. | 2013-07-31 | CORPORATION SERVICE COMPANY | EDWARD SUMNEROfficerJEFF BALLDirector, Officer3 more | Active | |
| Nevada | VISIO FINANCIAL SERVICES INC. | 2013-02-25 | CORPORATION SERVICE COMPANY* | MATT MATZAOfficerDavid SchneiderOfficer | Withdrawn | |
| New York | VISIO FINANCIAL SERVICES INC. | 2013-04-17 | CORPORATION SERVICE COMPANY | JEFF BALLOfficer | Active | |
| Ohio | VISIO FINANCIAL SERVICES INC. | 2012-06-27 | CORPORATION SERVICE COMPANY | — | Active | |
| Oklahoma | VISIO FINANCIAL SERVICES INC. | 2012-06-27 | CORPORATION SERVICE COMPANY | — | Active | |
| Oregon | VISIO FINANCIAL SERVICES INC. | 2024-01-31 | CORPORATION SERVICE COMPANY | DAVID SCHNEIDEROfficerJENNY COUPLANDOfficer | Active | |
| Rhode Island | Visio Financial Services Inc. | 2012-06-28 | CORPORATION SERVICE COMPANY | DEJOHN ALLENOfficerKATHERINE MIMI FRUSHAOfficer5 more | Active | |
| South Carolina | Visio Financial Services Inc. | 2012-07-02 | CORPORATION SERVICE COMPANY | — | Active | |
| South Dakota | VISIO FINANCIAL SERVICES INC. | 2013-07-31 | CORPORATION SERVICE COMPANY | — | Active | |
| Tennessee | VISIO FINANCIAL SERVICES INC. | 2012-08-17 | CORPORATION SERVICE COMPANY | — | Active | |
| Texas | Visio Financial Services Inc. | 2013-11-18 | Corporation Service Company dba CSC Lawyers Incorporating Service Company | MATT MATZAOfficerDAVID SCHNEIDEROfficer1 more | Active | |
| Utah | VISIO FINANCIAL SERVICES INC. | 2019-01-22 | CORPORATION SERVICE COMPANY | MATT MATZAOfficer, DirectorJEFF BALL-CEOOfficer8 more | Active | |
| Virginia | Visio Financial Services Inc. | 2012-06-29 | CORPORATION SERVICE COMPANY | Michael HaynesOfficerWilliam KerleyOfficer5 more | Active | |
| Washington | VISIO FINANCIAL SERVICES INC. | 2013-07-30 | CORPORATION SERVICE COMPANY | JEFF BALLDirectorMICHAEL HAYNESDirector4 more | Active | |
| West Virginia | VISIO FINANCIAL SERVICES INC. | 2012-12-20 | CORPORATION SERVICE COMPANY | JENNY COUPLAND (CEO)OfficerSEAN BANCHIKDirector3 more | Active | |
| Wyoming | Visio Financial Services Inc. | 2019-03-02 | Corporation Service Company | — | Active | |
Companies and people linked to VISIO FINANCIAL SERVICES INC. in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
| Amount | Approved | Lender | Jobs | Status | |
|---|---|---|---|---|---|
| $1,551,115 | 04/27/2020 | SouthStar Bank, S.S.B. | 100 | Paid in Full | |
| $1,612,899 | 02/14/2021 | SouthStar Bank, S.S.B. | 91 | Paid in Full | |
| State | Workforce | Hiring sites | Enrolled | Industry | Status | |
|---|---|---|---|---|---|---|
| 14 states | 100 to 499 | 55 | 1/9/2024 | FINANCE AND INSURANCE (52) | Open | |
| Texas | 100 to 499 | 1 | 7/26/2021 | FINANCE AND INSURANCE (52) | Terminated | |
| Texas | 100 to 499 | 1 | 9/8/2023 | FINANCE AND INSURANCE (52) | Terminated | |
| Texas | 20 to 99 | 1 | 6/9/2016 | FINANCE AND INSURANCE (52) | Open | |
| Texas | 20 to 99 | 1 | 7/27/2016 | REAL ESTATE AND RENTAL AND LEASING (53) | Terminated | |
Employee-benefit plan filings by VISIO FINANCIAL SERVICES INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈210 · plan year 2024 |
|---|---|
| Est. annual revenue (modeled) | $72.7M |
| Retirement plan assets | $10M |
| Benefit plans | 401(k) plan on file |
| Filing history | 10 plan years filed, 2015–2024 |
| Sponsor EIN | 37-1739594 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2024 | ≈210 | 176 (189 active) | $10M | $72.7M | 401(k) | |
| 2023 | ≈169 | 176 (152 active) | $7.9M | $59.8M | 401(k) | |
| 2022 | ≈164 | 190 (148 active) | $5.8M | $56.6M | 401(k) | |
| 2021 | ≈174 | 109 (157 active) | $5.8M | $50M | 401(k) | |
| 2020 | ≈90 | 130 (81 active) | $4M | $30.7M | 401(k) | |
| 2019 | ≈82 | 89 (74 active) | $3.2M | $30.1M | 401(k) | |
| 2018 | ≈67 | 85 (60 active) | $2M | $24.4M | 401(k) | |
| 2017 | ≈63 | 74 (57 active) | $1.6M | $21.2M | 401(k) | |
| 2016 | ≈52 | 60 (47 active) | $1.1M | $15.3M | 401(k) | |
| 2015 | ≈58 | 73 (52 active) | $855,231 | $14.1M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | — | — | — | |
| VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | — | — | — | |
| VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | — | — | — | |
| VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | — | — | — | |
| VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | — | — | — | |
| VISIO FINANCIAL SERVICES, INC 401(K) RETIREMENT PLAN | — | — | — | |
| VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | — | — | — | |
| VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | — | — | — | |
| VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | — | — | — | |
| VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | — | — | — | |
Federal court records load when you reach this section.
Companies adjacent to VISIO FINANCIAL SERVICES INC. in the Wisconsin Secretary of State register, in alphabetical order.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-06-20. Document getpalm-companies/6255-1838-2208.