Elizabeth Frances Connelly

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

• 11/2013 → Present
  Krilogy Financial Llc
  St. Louis, MO
• 11/2014 → Present
  Saxony Securities Inc
  Saint Louis, MO

Previous Registrations

• 2013-11-07 → 2021-11-27
  Krilogy
  St. Louis, MO
• 2006-01-01 → 2013-11-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Swansea, IL
  Clayton, MO

Other Businesses

VARIOUS INSURANCE COMPANIES (OBA); FOR INVESTMENT RELATED BUSINESS; 1401 S. Brentwood Blvd., Ste. 700, St. Louis, MO 63144; NON VARIABLE INSURANCE SALES; INSURANCE AGENT; BEGAN 11/2013; 1-160 HRS/MO; INSURANCE POLICY SALES

Exams

• S66 Uniform Combined State Law Examination
  2005-12-21

Other Names

• Elizabeth F Schrodt
• Elizabeth F Connelly