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Cases / Investment funds & advisory

Financial Visions

Daniel B. Rudden

ReportedJul 26, 2018
LocationDenver, CO
Amount$55,000,000

This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.

Company / entity
Financial Visions
Industry
Promissory notes financing funeral services and related expenses
How investors were recruited
About 150 investors, including longtime friends such as Colorado car dealer Doug Moreland
Pitch & red flags
Promised "annual returns of 12% or more" on short-term promissory notes; business represented as successful

Pitch phrases from this case

Source

SEC official

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