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Geoff Colby Reed

Visionary Wealth Advisors, LLC

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About Geoff Colby Reed

Geoff Colby Reed is an investment advisor representative at Visionary Wealth Advisors, LLC. Geoff has been in the financial services industry since 2006. Geoff works with a variety of clients including individuals, high net worth individuals, and corporations. Geoff is licensed in Missouri and Illinois.

Firm Information

Geoff Reed 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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Geoff Reed’s Registration & Firm History

MO

03/14/2019 - Present

Visionary Wealth Advisors, LLC (ST. LOUIS MO)

MO

01/14/2014 - 03/14/2019

WADDELL & REED (CREVE COEUR MO)

MO

02/23/2011 - 12/31/2013

PLANMEMBER SECURITIES CORPORATION (CHESTERFIELD MO)

MO

09/29/2009 - 01/11/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)

MO

05/05/2009 - 09/15/2009

ROYAL ALLIANCE ASSOCIATES, INC. (ST. LOUIS MO)

MO

08/21/2006 - 03/26/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CLAYTON MO)

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Licenses & Designations

BOTH

Issued 01/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2008

Series 7 - General Securities Representative Examination

BC

Issued 08/18/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoff Colby Reed.
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