Drew Robert Geldbach

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 06/2018
  Lpl Financial Llc
  Creve Coeur, MO
• 05/2015 → Present
  Rfg Advisory
  Birmingham, AL
• 06/2018 → Present
  Private Client Services
  Creve Coeur, MO

Previous Registrations

• 2015-05-19 → 2018-10-03
  Rfg Advisory, Llc
  Creve Coeur, MO
  Vestavia Hills, AL
• 2015-05-01 → 2015-08-21
  Lpl Financial Llc
  Creve Coeur, MO

Other Businesses

1) 02/18/2016. DRG WEALTH MANAGEMENT. 3 CITY PLACE DR, SUITE 590, CREVE COEUR, MO 63141. PERSONAL ENTITY FOR TAX PURPOSES. OWNER. 2) FOUR SEASONS WEALTH MANAGEMENT. THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141. DBA FOR PCS ACTIVITIES. REGISTERED REPRESENTATIVE. 160 HOURS/MO; 8 DURING TRADING HOURS. 3) 06/10/2015. THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141. FIXED/LIFE/ACCIDENT/HEALTH/LIFE INSURANCE. AGENT. 4) 06/10/2015. RFG ADVISORY. THREE CITY PLACEDR, STE 590, CREVE COEUR, MO 63141. IAR. 160 HOURS/MO; 8 DURING TRADING HOURS. 5) RFG ADVISORY. THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141. ADVISORY ACTVITIES THROUGH RFG ADVISORY. IAR. 6) 06/04/2018. WORLEY BANKS GROUP. THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141. DBA FOR PCS ACTIVITIES. REGISTERED REPRESENTATIVE. 160 HOURS/MO; 8 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-30