Visionary Horizons, LLC

Visionary Horizons, LLC (CRD# 150483) is a financial advisory firm headquartered in Knoxville, TN. They manage $102,143,883 in 607 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    607
    ACCOUNTS
  • Average Account Value
    $168,277
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, TN, TX

Financial Advisors at Visionary Horizons, LLC
Showing 1 - 9 of 9 top financial advisors.
1
William R. Harmon
CRD#: 3161504
620 Mabry Hood Rd, Suite 102, Knoxville, TN 37932
96
Wealthminder
score

William Harmon (CRD# 3161504) is an Investment Advisor Representative working at Visionary Horizons, LLC in Knoxville, TN and has over 17 years of experience in the finance industry. William Harmon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher E. Ahler
CRD#: 4279406
620 Mabry Hood Rd., Suite 102, Knoxville, TN 37932
93
Wealthminder
score

Christopher Ahler (CRD# 4279406) is an Investment Advisor Representative working at Visionary Horizons, LLC in Knoxville, TN and has over 16 years of experience in the finance industry.

3
Joseph F. Ellis
CRD#: 5558578
357 Langdon Street, Somerset, KY 42503
93
Wealthminder
score

Joseph Ellis (CRD# 5558578) is an Investment Advisor Representative working at Visionary Horizons, LLC in Somerset, KY and has over 8 years of experience in the finance industry.

4
Benjamin T. Haney
CRD#: 5602922
200 Prosperity Drive, Knoxville, TN 37923
93
Wealthminder
score

Benjamin Haney (CRD# 5602922) is an Investment Advisor Representative working at Visionary Horizons, LLC in Knoxville, TN and has over 8 years of experience in the finance industry.

5
Patrick S. Martin
CRD#: 2277590
620 Mabry Hood Rd, Suite 102, Knoxville, TN 37932
93
Wealthminder
score

Patrick Martin (CRD# 2277590) is an Investment Advisor Representative working at Visionary Horizons, LLC in Knoxville, TN and has over 21 years of experience in the finance industry.

6
Troy N. Tisue
CRD#: 2570543
6322 Deane Hill Drive, Suite 201, Knoxville, TN 37919
93
Wealthminder
score

Troy Tisue (CRD# 2570543) is an Investment Advisor Representative working at Visionary Horizons, LLC in Knoxville, TN and has over 21 years of experience in the finance industry.

7
Michael T. Simpson
CRD#: 5540027
620 Mabry Hood Rd, Suite 102, Knoxville, TN 37932
91
Wealthminder
score

Michael Simpson (CRD# 5540027) is an Investment Advisor Representative working at Visionary Horizons, LLC in Knoxville, TN and has over 2 years of experience in the finance industry. Michael Simpson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Charles B. Giles
CRD#: 6561300
200 Prosperity Drive, Knoxville, TN 37923
87
Wealthminder
score

Charles Giles (CRD# 6561300) is an Investment Advisor Representative working at Visionary Horizons, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

9
Roger E. Kiger
CRD#: 2857337
620 Mabry Hood Rd, Suite 102, Knoxville, TN 37932
86
Wealthminder
score

Roger Kiger (CRD# 2857337) is an Investment Advisor Representative working at Visionary Horizons, LLC in Knoxville, TN and has over 19 years of experience in the finance industry. Roger Kiger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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