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Daniel Lynn Browne

Visionary Wealth Advisors, LLC

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About Daniel Lynn Browne

Daniel Lynn Browne is an investment advisor representative for Visionary Wealth Advisors, LLC. Daniel has been in the industry since 1998, holding registrations with FINRA and state regulators. Daniel has a strong track record of providing financial advice and wealth management services to clients. The advisor is licensed to sell insurance products and also manages insurance products for clients. Daniel is a registered representative in Illinois and has experience in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Daniel Browne 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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Daniel Browne’s Registration & Firm History

IL

08/26/2014 - Present

Visionary Wealth Advisors, LLC (EDWARDSVILLE IL)

IL

03/01/2013 - 11/09/2020

PURSHE KAPLAN STERLING INVESTMENTS (Edwardsville IL)

IL

05/26/2010 - 03/15/2013

LPL FINANCIAL LLC (GLEN CARBON IL)

MO

03/17/1999 - 05/27/2010

NFP SECURITIES, INC. (ST. LOUIS MO)

MN

03/04/1998 - 11/03/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/04/1998 - 11/03/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Lynn Browne.
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