Daniel
Browne
Visionary Wealth Advisors, LLC
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About this Advisor
Daniel Browne is a financial advisor based in Edwardsville, Illinois who has 9 years of relevant experience. Browne currently works for Visionary Wealth Advisors, LLC. During their career, Browne has held roles at Meridian Financial Group, Purshe Kaplan Sterling Investments and Visionary Wealth Advisors, LLC. Browne maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can advise clients in Illinois. Visionary Wealth Advisors, LLC is a firm that has its headquarters in Saint Louis, MO. The investment advisory business has offices in seven locations and a total of 52 employees. It controls $2 billion in total assets across its 9,130 customer accounts, placing it among the largest firms in the country by assets under management. Of its 9,130 accounts, just 13% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Visionary Wealth Advisors, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on the type of services provided. Fee types charged by Visionary Wealth Advisors, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Visionary Wealth Advisors, LLC Brokerage Details
$2,019,625,094
52
9,130
$221,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Browne Work History
Daniel has been registered as a financial advisor for 9 years.*
Visionary Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Meridian Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Jackson, MO
Edwardsville, IL
Saint Louis, MO
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