Katrina
Martin

Visionary Wealth Advisors, LLC

CRD#4421015
Investment Advisor
in Saint Louis, MO

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About this Advisor

Katrina Martin is a certified financial planner and chartered financial analyst based in Saint Louis, Missouri who has 4 years of industry experience. Martin works at Visionary Wealth Advisors, LLC. Throughout their career, Martin has worked at Edward Jones and Visionary Wealth Advisors. Martin maintains a Series 63 license, certifying them as a securities broker, and is approved to work in Illinois and Missouri. Visionary Wealth Advisors, LLC is a registered investment business based out of Saint Louis, MO. The investment advisory business has offices in seven locations and a total of 52 employees. It administers $2 billion in total assets across its 9,130 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 9,130 client accounts, just 13% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Visionary Wealth Advisors, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

4 years

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

1401 South Brentwood Boulevard Suite 700
Saint Louis, MO 63144

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Visionary Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,019,625,094

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

52

MO Average: 458
Total Number of Accounts

9,130

MO Average: 33,415
Average Account Size

$221,208

MO Average: $343,232

Investment Advisory Services

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

Katrina Martin Work History

Katrina has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Visionary Wealth Advisors

2002 - 2019 (17 years)

Edward Jones

*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 Katrina Martin 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

Timothy Hanser
Saint Louis, MO
Scott Vieregge
Saint Louis, MO
Selden Martin
Saint Louis, MO
Drew Geldbach
Saint Louis, MO
Timothy Flanagan
Saint Louis, MO
Daniel Browne
Edwardsville, IL
Taylor Knight
O Fallon, IL
David Sink
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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