Daniel
Browne

Visionary Wealth Advisors, LLC

CRD#2988487
Investment Advisor
in Edwardsville, IL

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About this Advisor

Daniel Browne is a financial advisor based in Edwardsville, Illinois, working with Visionary Wealth Advisors, LLC. Daniel has previously held positions at Meridian Financial Group, Purshe Kaplan Sterling Investments, and Visionary Wealth Advisors, LLC. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Daniel is part of Visionary Wealth Advisors, LLC, which operates out of Edwardsville, Illinois. The firm has 7 offices and 52 employees. The firm manages assets totaling $2.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Visionary Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1254 University Drive Suite 300
Edwardsville, IL 62025

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Visionary Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,431,194,400

IL Average: $11,469,110,461
Total Number of Employees

52

IL Average: 458
Total Number of Accounts

9,643

IL Average: 33,415
Average Account Size

$252,120

IL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Daniel Browne Work History

2014 - Present (10 years)

Visionary Wealth Advisors, LLC

2013 - Present (11 years)

Purshe Kaplan Sterling Investments

2011 - 2014 (3 years)

Meridian Financial Group

Disclosures

Please visit the SEC profile of Daniel Browne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Visionary Wealth Advisors, LLC

Roger Lewis
Edwardsville, IL
Scott Vieregge
Saint Louis, MO
David Sink
Saint Louis, MO
Ronald Jones
Saint Louis, MO
Daniel Clinard
Saint Louis, MO
Jason Baldus
Saint Louis, MO
Brett Gilliland
Saint Louis, MO
Timothy Hammett
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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