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Katrina Angelique Martin

Visionary Wealth Advisors, LLC

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About Katrina Angelique Martin

Katrina Angelique Martin is a financial advisor with Visionary Wealth Advisors, LLC, with over 17 years of experience in the industry. Katrina is registered in Illinois and Missouri and holds Series 7, 63, and 87 securities licenses, as well as the SIE exam. She is a Certified Financial Planner and a Chartered Financial Analyst, demonstrating her dedication to her clients' financial success. Katrina is passionate about providing comprehensive financial planning and portfolio management for individuals and businesses.

Firm Information

Katrina Martin 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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Katrina Martin’s Registration & Firm History

MO

10/15/2019 - Present

Visionary Wealth Advisors, LLC (ST. LOUIS MO)

MO

10/25/2002 - 09/04/2019

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 11/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katrina Angelique Martin.
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