Overland Park, KS Office

Team
Updated today

Client AUM

$3,427,437,252

Clients

4,186

Advisors

4

Of 48 advisors across 7 offices

Location

7600 W. 110th Street, Suite 200

Overland Park KS 66210

Advisors at this office

4

Advisors at this office

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Clark G

CFP®, Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Clark Gay is a financial advisor at Visionary Wealth Advisors, LLC with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes roles at Visionary Wealth Advisors since 2020, Financial Engines Advisors L.L.C. from 2016, and Tmfs Advisors, LLC from 2000 to 2016. Visionary Wealth Advisors offers 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 combined with 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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Giacomo M

Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.

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

Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. 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 a blended investment process that incorporates 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

Christopher F

Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Christopher Ferguson is a financial advisor at Visionary Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Ferguson has been with Visionary Wealth Advisors since 2020. 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 derived from Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
View complete list of advisors at this office
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