Daniel
Clinard

About this Advisor

Daniel Clinard is a certified financial planner whose office is in Saint Louis, Missouri. Currently an investment advisor with Visionary Wealth Advisors, LLC, they have gathered 14 years of work experience as a financial advisor. Clinard holds a Series 63 license, certifying the advisor as a securities broker. Clinard is registered to serve clients in Missouri. Clinard has gained experience 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. Visionary Wealth Advisors, LLC is headquartered in Saint Louis, Missouri, and has six offices in the country. As a company, Visionary Wealth Advisors, LLC oversees $1 billion in assets throughout 8,766 client accounts and retains more than 44 people. The level of assets currently under the firm's management makes it one of the larger investment advisory firms in the United States. The firm manages 8,763 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Visionary Wealth Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.