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Tyler Mark Dumey

Visionary Wealth Advisors, LLC

Jackson, MO

St. Louis, MO

CRD 5953473

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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
MO RA APPROVED 2025-07-01
  • MO RA
    APPROVED
    Since 2025-07-01

Branch Locations

620 W Jackson Blvd., Jackson, MO 63755 • United States

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • 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
Scottrade St Louis MO 04/2014 02/2018
Td Ameritrade, Inc. St Louis MO 02/2018 12/2023
Charles Schwab And Co., Inc. St Louis MO 12/2022 06/2025
Visionary Wealth Advisors, Llc St. Louis MO 07/2025 Present
  • 04/2014 → 02/2018
    Scottrade
    St Louis, MO
  • 02/2018 → 12/2023
    Td Ameritrade, Inc.
    St Louis, MO
  • 12/2022 → 06/2025
    Charles Schwab And Co., Inc.
    St Louis, MO
  • 07/2025 → Present
    St. Louis, MO
Previous Registrations
  • 2013-08-16 → 2014-04-02
    First Brokerage America, L.L.C.
    Webster Groves, MO
    Ballwin, MO
  • 2011-11-07 → 2013-08-30
    First Command Brokerage Services, Inc.
    Town And Country, MO
Other Businesses

1) Rental Property - Single Dwelling|Investment Related: No|814 Greensferry Rd, Jackson, MO, 63755, United States|Real Estate (Non-Agent/Broker)|Owner/Landlord|3/4/2023|Less than 20 hour/month - 0 during trading hours|We are purchasing a rental house on 1/27 for which we charge monthly rent. Rental began on 3/4/2023. 2) Chestnut Meadows |Investment Related:No|Home Owner's Association|Vice President|2024-10-29|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Assist with neighborhood duties and maintenance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
S65 Uniform Investment Adviser Law Examination 2011-10-21
S63 Uniform Securities Agent State Law Examination 2011-09-14
  • S66 Uniform Combined State Law Examination
    2025-06-20
  • S65 Uniform Investment Adviser Law Examination
    2011-10-21
  • S63 Uniform Securities Agent State Law Examination
    2011-09-14
Designations
  • Certified Financial Planner
Other Names
  • Tyler M Dumey

View on SEC IAPD

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