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Timothy Flanagan

Visionary Wealth Advisors, LLC

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About Timothy Flanagan

Timothy Flanagan is a financial advisor with Visionary Wealth Advisors, LLC, and is registered with the state of Missouri. Timothy has been working in the financial industry since March 2016. Timothy holds the Series 66 and Series 7 licenses. He is a Certified Financial Planner and specializes in providing financial advice to individuals, high-net-worth individuals, and corporations. Timothy is dedicated to helping clients achieve their financial goals.

Firm Information

Timothy Flanagan 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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Timothy Flanagan’s Registration & Firm History

MO

02/10/2022 - Present

Visionary Wealth Advisors, LLC (ST. LOUIS MO)

MO

03/02/2016 - 01/20/2022

EDWARD JONES (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/21/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Flanagan.
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