Adam Joseph Basler

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

• 05/2018 → 03/2019
  Ameriprise Financial Services, Inc
  Chesterfield, MO
• 08/2014 → 01/2017
  Tapawingo National Golf Club
  St. Louis, MO
• 05/2017 → 08/2017
  North Star Resource Group
  St. Louis, MO
• 09/2017 → 11/2017
  Edward Jones
  Springfield, MO
• 01/2016 → 05/2018
  Missouri State University
  Springfield, MO
• 03/2019 → 08/2024
  Parkside Financial
  Clayton, MO
• 08/2024 → Present
  Visionary Wealth Advisors
  St. Louis, MO

Designations

• Certified Financial Planner