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Kent Thomas Kobernus

Visionary Wealth Advisors, LLC

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About Kent Thomas Kobernus

Kent Kobernus is a financial advisor with Visionary Wealth Advisors, LLC. Kent has been in the industry for 7 years and is registered as a Registered Representative in Illinois, Kansas and Missouri. Kent holds the Series 7, Series 66, and SIE licenses and has earned the Certified Financial Planner designation. Before joining Visionary Wealth Advisors, LLC Kent worked at SAXONY SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kent specializes in providing financial planning and portfolio management for individuals.

Firm Information

Kent Kobernus 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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Kent Kobernus’s Registration & Firm History

MO

12/14/2021 - Present

Visionary Wealth Advisors, LLC (ST. LOUIS MO)

MO

11/12/2019 - 11/26/2021

SAXONY SECURITIES, INC. (St. Louis MO)

IL

08/01/2017 - 10/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SWANSEA IL)

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Licenses & Designations

BOTH

Issued 08/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kent Thomas Kobernus.
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