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Daniel William Laure

Visionary Wealth Advisors, LLC

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About Daniel William Laure

Daniel Laure is a financial advisor with over 5 years of experience in the financial services industry. Daniel Laure is currently registered with Visionary Wealth Advisors, LLC in Missouri. Daniel Laure holds a Series 6, Series 7, and Series 66 securities license. Daniel Laure is also a registered representative in Missouri. Prior to joining Visionary Wealth Advisors, LLC, Daniel Laure was employed by Northwestern Mutual Investment Services, LLC. Daniel Laure specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Daniel Laure 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 Laure’s Registration & Firm History

MO

03/06/2015 - Present

Visionary Wealth Advisors, LLC (ST. LOUIS MO)

MO

05/10/2011 - 01/28/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/04/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/09/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel William Laure.
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