Geoff Colby Reed

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

• 01/2014 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Wildwood, MO
• 01/2014 → Present
  Waddell & Reed Inc
  Creve Coeur, MO
• 05/2009 → Present
  N/A
  St Louis, MO
• 10/2010 → 10/2016
  Willows Way
  St Charles, MO
• 01/2014 → Present
  Geoff C Reed, Llc
  Saint Louis, MO
• 06/2016 → Present
  G.C. Reed, L.P.
  Creve Coeur, MO
• 03/2019 → Present
  Visionary Wealth Advisors
  St. Louis, MO

Previous Registrations

• 2014-01-14 → 2019-03-14
  Waddell & Reed
  Edmond, OK
• 2012-01-05 → 2013-12-31
  Planmember Securities Corporation
  Chesterfield, MO
  Carpinteria, CA
  Chesterfield, MO
  Irvington, NY
• 2009-09-29 → 2011-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
  Clayton, MO
  Ladue, MO
• 2009-01-15 → 2009-03-26
  Banc Of America Investment Services, Inc.
  Clayton, MO
  Chesterfield, MO
  Clayton, MO

Other Businesses

05/2009-Present, N/A, St. Louis, Mo, Non- Investment Related, Rental Property, Owner, 1 Hr/MO, 0 Hours During Security Trading Hours. 01/2014-Present, Various Insurance Carriers For W&R Insurance Agencies, Wildwood, MO, Investment Related, Insurance Sales, Insurance Agent. 10/2010-Present, Willows Way, St Charles, MO, Non-Investment Related, 501c3, President Of Board Of Directors, 4 Hrs/MO, 0 Hours During Security Trading Hours. 01/2014-Present; Geoff C. Reed, LLC; Saint Louis, MO; Inv Related:Y; Llc; Financial Advisor; 4 Hrs/Month; 0 Security Trading Hrs. 06/2016-Present; G.C. Reed, L.P.; Creve Coeur; Not Investment Related; Limited Partnership; Financial Advisor; 0hrs/Mo; 0hrs/Mo during Security Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-09
• S63 Uniform Securities Agent State Law Examination
  2006-09-27