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Ted Patrick McNulty

Visionary Wealth Advisors, LLC

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About Ted Patrick McNulty

Ted McNulty is a financial advisor at Visionary Wealth Advisors, LLC. Ted has been working in the financial services industry since 1997. Ted has experience providing financial advice to individuals and corporations. Ted has a Series 7, Series 63 and Series 65 licenses. Ted also holds the Certified Financial Planner designation. Ted is registered with the state of Missouri. Visionary Wealth Advisors, LLC is a registered investment advisor with the SEC and has offices in St. Louis, MO.

Firm Information

Ted McNulty 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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Ted McNulty’s Registration & Firm History

MO

08/04/2020 - Present

Visionary Wealth Advisors, LLC (ST. LOUIS MO)

MO

08/01/2005 - 02/19/2008

FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)

NY

01/01/2004 - 07/11/2005

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

10/18/2001 - 01/01/2004

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

MO

10/14/1997 - 06/11/1999

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 09/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ted Patrick McNulty.
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