Chris Landry, financial advisor Centennial CO
68 score

Chris Landry

CRD Number: 3074656
Current Firm: Visionary Planning & Investment, LLC

Chris Landry (CRD# 3074656) is an Investment Advisor Representative working at Visionary Planning & Investment, LLC in Centennial, CO and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Visionary Planning & Investment, LLC Centennial, CO Feb 2017 - Current 1
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Dec 2016 - Jan 2017 < 1
Charles Schwab & Company, Inc. Lone Tree, CO Sep 2005 - Jan 2017 11
Charles Schwab Bank Lone Tree, CO Mar 2007 - Dec 2016 9
Valor Christian High School Highlands Ranch, CO Feb 2013 - May 2013 < 1
Denver Clean Gutters Aurora, CO Sep 2008 - Jan 2010 1
Smoky Hill High School Aurora, CO Dec 2007 - May 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Oct 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Chris D. Landry
Phone Number: (720) 210-4990
Registered State(s):
  • CO
Current Firm Details
Visionary Planning & Investment, LLC
Firm's CRD Number: 287739
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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