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 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.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

Disclosures

No

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

$1,139,121,709

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

44

MO Average: 458
Total Number of Accounts

8,766

MO Average: 33,415
Average Account Size

$129,948

MO Average: $343,232

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Investment Advisory Services

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

Daniel Clinard Work History

Daniel has 14 years of experience.

2014 - Present (7 years)

Visionary Wealth Advisors, LLC

2014 - Present (7 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

Disclosures

Daniel Clinard has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Visionary Wealth Advisors, LLC

Daniel Browne
Edwardsville, IL
Steven Elefson
Jackson, MO
David Sink
Saint Louis, MO
Drew Geldbach
Saint Louis, MO
Daniel Laure
Saint Louis, MO
Geoff Reed
Saint Louis, MO
Chad Opel
Edwardsville, IL
Gregory Mullican
Edwardsville, IL

This content was compiled from the SEC and FINRA.

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