O Fallon, IL Office

Team
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Visionary Wealth Advisors, LLC

Multi-team

Firm-wide stats for Visionary Wealth Advisors, LLC

Total advisors

48

Across 7 offices

Clients per advisor

87 High

Avg AUM per client

$818,786 High

HNW client ratio

21% Typical

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

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)

Based on Visionary Wealth Advisors, LLC

Location

1405 N. Green Mount Road, Suite 500

O Fallon IL 62269

Advisors at this office

6

Advisors at this office

user avatar

Nicholas F

Series 65, Series 63

O'Fallon, IL

Visionary Wealth Advisors, LLC

Nicholas Fiala is a financial advisor at Visionary Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing Services and TD Ameritrade. 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 strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar

Jason B

CFP®, Series 63, Series 65

O'Fallon, IL

Visionary Wealth Advisors, LLC

Jason Baldus is a CFP® professional with 14 years of experience in the financial services industry. He is affiliated with Visionary Wealth Advisors, LLC and has prior work experience at Mass Mutual Life Insurance Company and Northwestern Mutual Investment Management. 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 strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar

Scott V

Series 66

O'Fallon, IL

Visionary Wealth Advisors, LLC

Scott Vieregge is a financial advisor at Visionary Wealth Advisors, LLC in O'Fallon, Illinois, with 11 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory-based asset allocation framework, offering both firm-designed and independent third-party managed portfolios.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar

Ronald J

Series 63, Series 65

O'Fallon, IL

Visionary Wealth Advisors, LLC

Ronald Jones is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers a range of model portfolios and management options tailored to client preferences.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar

Andrew M

Series 65

O'Fallon, IL

Visionary Wealth Advisors, LLC

Andrew Mullican is a financial advisor at Visionary Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has concurrently held positions at the University of Illinois - Springfield and Edwardsville School District for over a decade each. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
user avatar

David S

Series 63, Series 65

O'Fallon, IL

Visionary Wealth Advisors, LLC

David Sink is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. 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 both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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