Daniel
Clinard

Visionary Wealth Advisors, LLC

CRD#5095410
Investment Advisor
in Saint Louis, MO

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About this Advisor

Daniel Clinard is a certified financial planner who works in Saint Louis, Missouri who has 9 years of industry experience. Clinard is an employee of Visionary Wealth Advisors, LLC. Over the course of their career, Clinard has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Investment Services, LLC, Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company. Clinard holds a Series 63 license, designating them as a securities broker, and is registered to operate in Missouri. Visionary Wealth Advisors, LLC is an advisory firm that has its headquarters in Saint Louis, MO. It has offices in seven locations and a total of 52 financial advisors. It has $2 billion in assets under management among its 9,130 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 9,130 accounts, just 13% belong to high-net-worth individuals who have more than $1 million in assets. Visionary Wealth Advisors, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically are based on the services provided. Fees charged by Visionary Wealth Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 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

Daniel Clinard Work History

Daniel has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Visionary Wealth Advisors, LLC

2014 - Present (10 years)

Mass Mutual Life Insurance Company

2013 - 2014 (1 year)

Northwestern Mutual Investment Services, LLC

2006 - 2014 (8 years)

Northwestern Mutual Life Insurance Company

2006 - 2014 (8 years)

Northwestern Mutual Investment Services 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 Daniel Clinard 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
Timothy Flanagan
Saint Louis, MO
Scott Vieregge
Saint Louis, MO
Drew Geldbach
Saint Louis, MO
Kent Kobernus
Saint Louis, MO
Mark Schlafly
Saint Louis, MO
Steven Elefson
Jackson, 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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