Geoff
Reed
Visionary Wealth Advisors, LLC
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About this Advisor
Geoff Reed is a financial advisor based in Saint Louis, Missouri with a total of 4 years of relevant experience. Reed is on the advisory team at Visionary Wealth Advisors, LLC. Their career trajectory has included roles at Planmember Securities Corporation, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed Inc, N/A, Willows Way, Geoff C Reed, LLC, G.C. Reed, L.P and Visionary Wealth Advisors. Reed has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in Illinois and Missouri. Visionary Wealth Advisors, LLC is an advisory company based in Saint Louis, MO. The investment advisory business has offices in seven locations and a total of 52 employees. It controls $2 billion in total assets across its 9,130 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 9,130 accounts, just 13% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Visionary Wealth Advisors, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually are based on which service is offered. Fees billed by Visionary Wealth Advisors, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Visionary Wealth Advisors, LLC Brokerage Details
$2,019,625,094
52
9,130
$221,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Geoff Reed Work History
Geoff has been registered as a financial advisor for 4 years.*
Visionary Wealth Advisors
G.C. Reed, L.P
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed Inc
Geoff C Reed, LLC
N/A
Planmember Securities Corporation
Willows Way
*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 Geoff Reed 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
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
O Fallon, IL
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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