Visionary Wealth Advisors, LLC

Visionary Wealth Advisors, LLC (CRD# 169610) is a financial advisory firm headquartered in Saint Louis, MO. They manage $347,700,000 in 1,731 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    1,731
    ACCOUNTS
  • Average Account Value
    $200,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, FL, IL, KS, MO, MS, NC, PA, TN, TX, VA

Financial Advisors at Visionary Wealth Advisors, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Jason R. Baldus
CRD#: 5190808
1254 University Drive, Suite 300, Edwardsville, IL 62025
96
Wealthminder
score

Jason Baldus (CRD# 5190808) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Edwardsville, IL and has over 11 years of experience in the finance industry. Jason Baldus 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
Anna L. Borgman
CRD#: 5171241
2 S. Biscayne Blvd, Suite 2000, Miami, FL 33131
96
Wealthminder
score

Anna Borgman (CRD# 5171241) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Miami, FL and has over 11 years of experience in the finance industry. Anna Borgman 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.

3
John M. Fischer
CRD#: 4826980
1401 South Brentwood Boulevard, Suite 400, Saint Louis, MO 63144
96
Wealthminder
score

John Fischer (CRD# 4826980) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO and has over 13 years of experience in the finance industry. John Fischer 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.

4
Bradley A. Keene
CRD#: 2289559
1254 University Drive, Suite 300, Edwardsville, IL 62025
96
Wealthminder
score

Bradley Keene (CRD# 2289559) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Edwardsville, IL and has over 18 years of experience in the finance industry. Bradley Keene 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.

5
Gregory L. Mullican
CRD#: 4121728
1254 University Drive, Suite 300, Edwardsville, IL 62025
96
Wealthminder
score

Gregory Mullican (CRD# 4121728) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Edwardsville, IL and has over 16 years of experience in the finance industry. Gregory Mullican 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.

6
Chad M. Opel
CRD#: 4993506
1254 University Drive, Suite 300, Edwardsville, IL 62025
96
Wealthminder
score

Chad Opel (CRD# 4993506) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Edwardsville, IL and has over 12 years of experience in the finance industry. Chad Opel 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.

7
Mark V. Allaria
CRD#: 5918333
1254 University Drive, Suite 300, Edwardsville, IL 62025
93
Wealthminder
score

Mark Allaria (CRD# 5918333) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Edwardsville, IL and has over 5 years of experience in the finance industry. Mark Allaria 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
Daniel L. Browne
CRD#: 2988487
1254 University Drive, Suite 300, Edwardsville, IL 62025
93
Wealthminder
score

Daniel Browne (CRD# 2988487) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Edwardsville, IL and has over 19 years of experience in the finance industry.

9
Selden K. Martin
CRD#: 1061385
1401 South Brentwood Boulevard, Suite 400, Saint Louis, MO 63144
93
Wealthminder
score

Selden Martin (CRD# 1061385) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO and has over 35 years of experience in the finance industry.

10
Daniel W. Laure
CRD#: 5797047
1401 South Brentwood Boulevard, Suite 400, Saint Louis, MO 63144
90
Wealthminder
score

Daniel Laure (CRD# 5797047) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

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