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Brett Gerald Gilliland

Visionary Wealth Advisors, LLC

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About Brett Gerald Gilliland

Brett Gerald Gilliland is an investment advisor representative at Visionary Wealth Advisors, LLC in St. Louis, MO. Brett has over 10 years of experience in the financial services industry. Brett holds the Series 6, 26, 63 and 65 licenses and has been registered with the state of Missouri since 2015. Brett is also registered in Illinois. Brett is a member of the Northwestern Mutual Investment Services, LLC and is actively registered in both states. Brett is an active member of the community and is passionate about providing financial advice to his clients.

Firm Information

Brett Gilliland is currently registered with Visionary Wealth Advisors, LLC. Visionary Wealth Advisors, LLC is a registered investment advisor headquartered in St. Louis, Missouri. The firm has 24 licensed agents and manages over $2.4 billion in assets. Visionary Wealth Advisors provides financial planning and portfolio management services for individuals, corporations, and high-net-worth individuals. They also offer selection of other advisors and participate in wrap fee programs.
Visionary Wealth Advisors, LLC

1401 SOUTH BRENTWOOD BOULEVARD

ST. LOUIS, MO 63144

$2.43B

Assets Under Management

18

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Gilliland’s Registration & Firm History

MO

01/05/2015 - Present

Visionary Wealth Advisors, LLC (ST. LOUIS MO)

IL

02/11/2004 - 04/01/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDWARDSVILLE IL)

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Licenses & Designations

IA

Issued 12/11/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/10/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Gerald Gilliland.
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