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Roger Paul Lewis

Visionary Wealth Advisors, LLC

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About Roger Paul Lewis

Roger Paul Lewis is an investment advisor representative at Visionary Wealth Advisors, LLC. Roger is registered with the state of Illinois and holds Series 6, 63 and 65 licenses. He is experienced in financial planning, portfolio management for individuals and selection of other advisors. Roger has been a financial advisor since 2008, having worked with Northwestern Mutual Investment Services before joining Visionary Wealth Advisors. He can provide financial services in the Edwardsville and St. Louis, Missouri areas.

Firm Information

Roger Lewis 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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Roger Lewis’s Registration & Firm History

IL

06/15/2018 - Present

Visionary Wealth Advisors, LLC (EDWARDSVILLE IL)

IL

03/06/2008 - 04/02/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDWARDSVILLE IL)

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Licenses & Designations

IA

Issued 05/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Paul Lewis.
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