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Brett Gerald Gilliland

Visionary Wealth Advisors, LLC

St. Louis, MO

O'FAllon, IL

CRD 4401004

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Employer firm

Visionary Wealth Advisors, LLC CRD 169610

$3.54B regulatory AUM 54 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Visionary Wealth Advisors, Llc

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-01-11
MO RA APPROVED 2015-01-05
  • IL RA
    APPROVED
    Since 2016-01-11
  • MO RA
    APPROVED
    Since 2015-01-05

Branch Locations

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States

1405 N. Green Mount Road Suite 500, O'FAllon, IL 62269 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Visionary Wealth Advisors, Llc St. Louis MO 03/2014 Present
Other Businesses

1) 50% OWNER OF BJG PROPERTIES, LLC AT 1254 UNIVERISTY DR, EDWARDSVILLE, IL AS OF OCTOBER 2011; LLC HOLDS REAL ESTATE; DEVOTES APPROX. 2 HOURS/MTH. 2) Founder and Board member of Swing Fore Hope, a 501(c)3 charity that raises money for cancer research. 5 hours/month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-11
S63 Uniform Securities Agent State Law Examination 2004-09-29
  • S65 Uniform Investment Adviser Law Examination
    2014-12-11
  • S63 Uniform Securities Agent State Law Examination
    2004-09-29
Other Names
  • Brett Gerald Gilliland

View on SEC IAPD

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