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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Schlafly is an investment advisor representative with Visionary Wealth Advisors, LLC. Mark has been in the financial services industry since 1983 and has a background in providing financial planning and portfolio management services to individuals and corporations. Mark has extensive experience in the industry, having held previous positions at A.G. Edwards & Sons, Inc., LPL Financial Corporation, FSC Securities Corporation, and Pinnacle Investments, LLC. Mark is also an independent trustee for Behringer Harvard and Magni Global. Mark is a Certified Financial Planner™ professional and is registered with the state of Missouri. Mark's firm, Visionary Wealth Advisors, LLC, provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
10/23/2017 - Present
Visionary Wealth Advisors, LLC (ST. LOUIS MO)
NY
11/12/2020 - 01/05/2022
PINNACLE INVESTMENTS, LLC (EAST SYRACUSE NY)
KS
06/06/2016 - 08/08/2017
WADDELL & REED (OVERLAND PARK KS)
WA
06/12/2013 - 01/22/2015
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
CA
02/26/2013 - 06/21/2013
VERTICAL CAPITAL SECURITIES, LLC (IRVINE CA)
GA
07/09/2008 - 04/04/2011
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
07/09/2008 - 03/31/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MA
12/08/2006 - 07/03/2008
LPL FINANCIAL CORPORATION (BOSTON MA)
MO
07/05/1985 - 12/11/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
03/23/1983 - 10/01/1984
EQUITEC SECURITIES COMPANY
BC
Issued 03/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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