Sheldon Jay Harber

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

• 06/2016 → Present
  Visionary Wealth Advisors
  St. Louis, MO

Previous Registrations

• 2014-09-02 → 2016-01-14
  Geneos Wealth Management, Inc.
  Englewood, CO
  St. Louis, MO
• 2006-11-15 → 2014-09-04
  Cambridge Investment Research Advisors, Inc.
  St. Louis, MO
• 1995-10-25 → 2007-03-14
  Asset Strategies, Inc.
  St. Louis, MO
• 1993-08-30 → 2002-11-01
  Fsc Securities Corporation
  St Louis, MO

Other Businesses

Licensed insurance agent; investment-related; less than 10 hours per week during securities trading hours. Member of Aisle411 Partners LLC since 2013; technology company relating to indoor location services; as a passive investor, being of a member of this LLC does not require any time by me and I do not hold any title or position with the company.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-25
• S63 Uniform Securities Agent State Law Examination
  1979-08-25

Designations

• Certified Financial Planner