Visionary Wealth Advisors, LLC

Visionary Wealth Advisors, LLC (CRD# 169610) is a financial advisory firm headquartered in Saint Louis, MO. They manage $592,000,000 in 4,030 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    592
    MILLION
  • Total Number of Accounts
    4,030
    ACCOUNTS
  • Average Account Value
    $146,898
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, IN, KS, KY, MN, MO, MS, NC, OH, PA, TN, TX, VA, WI

Financial Advisors at Visionary Wealth Advisors, LLC
Showing 1 - 10 of 29 top financial advisors.
1
Jason R. Baldus
CRD#: 5190808
1405 N. Green Mount Road, Suite 500, O'fallon, IL 62269
96
Wealthminder
score

Jason Baldus (CRD# 5190808) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in O'fallon, 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
Daniel W. Clinard
CRD#: 5095410
1401 South Brentwood Boulevard, Suite 700, Saint Louis, MO 63144
96
Wealthminder
score

Daniel Clinard (CRD# 5095410) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO and has over 11 years of experience in the finance industry. Daniel Clinard 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
Richard M. Collop
CRD#: 4537704
1401 South Brentwood Boulevard, Suite 700, Saint Louis, MO 63144
96
Wealthminder
score

Richard Collop (CRD# 4537704) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry. Richard Collop 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
John M. Fischer
CRD#: 4826980
1401 South Brentwood Boulevard, Suite 700, 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.

5
Jana M. Gregorek
CRD#: 5175320
1405 N. Green Mount Road, Suite 500, O'fallon, IL 62269
96
Wealthminder
score

Jana Gregorek (CRD# 5175320) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in O'fallon, IL and has over 11 years of experience in the finance industry.

6
Timothy G. Hammett
CRD#: 2473413
1401 South Brentwood Boulevard, Suite 700, Saint Louis, MO 63144
96
Wealthminder
score

Timothy Hammett (CRD# 2473413) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO and has over 19 years of experience in the finance industry. Timothy Hammett 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
Bradley A. Keene
CRD#: 2289559
1405 N. Green Mount Road, Suite 500, O'fallon, IL 62269
96
Wealthminder
score

Bradley Keene (CRD# 2289559) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in O'fallon, 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.

8
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.

9
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.

10
Mark J. Schlafly
CRD#: 1091509
1401 South Brentwood Boulevard, Suite 700, Saint Louis, MO 63144
96
Wealthminder
score

Mark Schlafly (CRD# 1091509) 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. Mark Schlafly 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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