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Katrina Angelique Martin

Visionary Wealth Advisors, LLC

St. Louis, MO

O Fallon, IL

CRD 4421015

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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 2019-10-15
MO RA APPROVED 2019-10-15
  • IL RA
    APPROVED
    Since 2019-10-15
  • MO RA
    APPROVED
    Since 2019-10-15

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
Edward Jones St. Louis MO 07/2002 09/2019
Visionary Wealth Advisors O'FAllon IL 10/2019 Present
  • 07/2002 → 09/2019
    St. Louis, MO
  • 10/2019 → Present
    Visionary Wealth Advisors
    O'FAllon, IL
Previous Registrations
  • 2008-01-07 → 2019-09-04
    St Louis, MO
    St Louis, MO
    St. Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-11-13
  • S63 Uniform Securities Agent State Law Examination
    2002-11-13
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Katrina Angelique Kniss

View on SEC IAPD

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