Clark
Gay

Visionary Wealth Advisors, LLC

CRD#3251334
Investment Advisor
in Overland Park, KS

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About this Advisor

Clark Gay is a certified financial planner based out of Overland Park, Kansas with 3 years of industry experience. Gay is on the advisory team at Visionary Wealth Advisors, LLC. During their career, the advisor has held roles at Financial Engines Advisors L.L.C, Visionary Wealth Advisors and Tmfs Advisors, LLC. Gay has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Kansas. Visionary Wealth Advisors, LLC is a registered investment company operating out of Saint Louis, MO. The company has offices in seven locations and a total of 52 employees. It handles $2 billion in assets between its 9,130 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 9,130 customer accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely vary depending on the services provided. However, fees billed by Visionary Wealth Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

7600 W. 110Th Street Suite 200
Overland Park, KS 66210

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Visionary Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,019,625,094

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

52

KS Average: 458
Total Number of Accounts

9,130

KS Average: 33,415
Average Account Size

$221,208

KS Average: $343,232

Investment Advisory Services

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

Clark Gay Work History

Clark has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Visionary Wealth Advisors

2016 - Present (8 years)

Financial Engines Advisors L.L.C

2000 - 2016 (16 years)

Tmfs Advisors, LLC

*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 Clark Gay 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
Selden Martin
Saint Louis, MO
Drew Geldbach
Saint Louis, MO
Timothy Flanagan
Saint Louis, MO
Scott Vieregge
Saint Louis, MO
Steven Elefson
Jackson, MO
Mark Schlafly
Saint Louis, MO
Taylor Knight
O Fallon, IL

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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