Edwardsville, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Visionary Wealth Advisors, LLC
Multi-team
Firm-wide stats for Visionary Wealth Advisors, LLC
About
Visionary Wealth Advisors provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, business entities and retirement plans, and also accepts advisory engagements for clients of other advisors under contractual arrangements. The firm manages the large majority of client assets on a discretionary basis and also advises on assets maintained outside clients’ primary custodians, such as variable insurance products and employer‑sponsored plans.
The firm uses model‑based strategies and separately managed account options, offering Model Portfolios and Model Accounts that are either designed by VWA’s Investment Committee or provided by independent third‑party managers, while allowing clients to select an investment adviser representative whose philosophy aligns with their objectives. VWA’s investment process combines fundamental, technical and cyclical analysis with an asset‑allocation framework derived from Modern Portfolio Theory and involves continuous portfolio monitoring and periodic reviews.
Distinctive features include that VWA sponsors and manages a wrap fee program and retains responsibility for designing internal model strategies, a structure that creates a financial incentive when its own committee’s models are selected in lieu of third‑party strategies. The firm also deploys a mix of employee and independent‑contract IARs and discloses that several supervised persons are licensed insurance agents who may offer commissionable insurance products, both of which are potential conflicts clients should consider.
Based on Visionary Wealth Advisors, LLC
Expertise
Based on Visionary Wealth Advisors, LLC
Location
1254 University Drive, Suite 300
Edwardsville IL 62025
Advisors at this office
5
Advisors at this office
Joseph R
Series 63, Series 65
Edwardsville, IL
Visionary Wealth Advisors, LLC
Joseph Reiniger is a financial advisor with Visionary Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. He has been associated with both Visionary Wealth Advisors and Mass Mutual Life Insurance Company since 2014. Outside of finance, he is actively involved in youth soccer, running Madco Soccer Club and Joe Reiniger Soccer Schools, organizations he has managed for over a decade. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, offering both firm-designed and third-party managed portfolios tailored to clients’ investment preferences.
Ryan Y
CFP®, Series 66
Edwardsville, IL
Visionary Wealth Advisors, LLC
Ryan Young is a CFP® with 10 years of industry experience. He is currently with Visionary Wealth Advisors, LLC and has previously worked at LPL Financial, Northern Trust, and Edward Jones. Visionary Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Gregory M
CFP®, Series 63, Series 65
Edwardsville, IL
Visionary Wealth Advisors, LLC
Gregory Mullican is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Visionary Wealth Advisors, LLC since 2015. He previously worked at Northwestern Mutual Investment Management for seven years and Merrill for three years. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based investment strategies and offers both internally designed and third-party managed portfolios, managing the majority of client assets on a discretionary basis.
Daniel B
Series 63, Series 66
Edwardsville, IL
Visionary Wealth Advisors, LLC
Daniel Browne is a financial advisor with Visionary Wealth Advisors, LLC in Edwardsville, IL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Visionary Wealth Advisors since 2014 and also has experience at Purshe Kaplan Sterling Investments. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars. The firm uses a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed model portfolios.
Roger L
Series 63, Series 65
Edwardsville, IL
Visionary Wealth Advisors, LLC
Roger Lewis is a financial advisor at Visionary Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Mass Mutual and multiple tenures at Visionary Wealth Advisors. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using an approach that combines fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
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