Important Consumer Disclosures
Visionary Wealth Advisors, LLC (“VWA” or the “Firm”) is a registered investment adviser with offices in Florida, Illinois, Kansas, and Missouri. VWA and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which VWA maintains clients. The Firm may only transact advisory business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. VWA’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of VWA’s website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice. Any subsequent, direct communication by VWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of VWA, please contact the SEC or the state securities regulators for those states in which VWA maintains a notice filing. A copy of VWA’s Form ADV disclosure brochure discussing its business operations, services, and fees is available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. VWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Firm’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by VWA), will be profitable or equal any historical performance levels
Certain portions of VWA’s website (e.g., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, VWA’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from VWA or from any other investment professional. VWA is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if VWA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of VWA by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to VWA’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/ device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from VWA, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to VWA‘s website, to release and hold harmless the Firm, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from VWA.
Rankings & Awards
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if VWA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of VWA by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
The St. Louis Business Journal’s 2021 list of Fastest-Growing Financial Asset Managers (the “List”) is based on 2018-19 Form ADV data provided by S&P Global Market Intelligence. Rankings were based upon the change in value of discretionary client assets under management and assets under administration. The growth is not attributable in its entirety to investment performance. The primary source of the firm’s growth during the relevant period was net new assets related to merger and acquisition activity. Listed financial asset managers do not pay a fee to be considered or placed on the final list, although some firms may purchase advertising or a limited copyright license to promote the List. The St. Louis Business Journal did not evaluate the quality of services provided to clients; and selection for the List is not indicative of the asset manager’s performance. Working with a Firm named on the List is no guarantee as to future investment success. S&P Global Market Intelligence gathered data for firms located in major cities in the St. Louis metropolitan area. Data was reviewed for 91 St. Louis-area financial asset managers and the top 25, ranked by percentage of asset growth, were listed. Financial asset managers with a “latest” Form ADV report prior to January 1, 2019 were excluded from the data.
The St. Louis Business Journal’s 2023 list of Largest Financial Asset Managers (the “List”) is
based on calendar year 2021 Form ADV data as reported in 2022. Rankings were based upon the
change in value of discretionary client assets under management and assets under administration. The
growth is not attributable in its entirety to investment performance. The primary source of the firm’s growth
during the relevant period was net new assets related to merger and acquisition activity. Listed financial
asset managers do not pay a fee to be considered or placed on the final list, although some firms may purchase advertising or a limited copyright license to promote the List. The St. Louis Business Journal
did not evaluate the quality of services provided to clients; and selection for the List is not indicative of the
asset manager’s performance. Working with a Firm named on the List is no guarantee as to future
investment success. S&P Global Market Intelligence gathered data for firms located in major cities in the
St. Louis metropolitan area. While all firms are locally based, figures listed are for each firm’s entire
companywide operations. Data was reviewed for St. Louis-area financial asset managers and the top 25,
ranked by percentage of asset growth, were listed. Financial asset managers with a “latest” Form ADV
report prior to January 1, 2021 were excluded from the data.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
The St. Louis Magazine A-List Award is an annual award based 100 percent on the public’s nominations and votes. Write in nominations were accepted in January, 2022 and voting took place March- April, 2022. There were 45 nominations in the financial advisor category, 1 winner, and 2 finalists. This award does not evaluate the quality of services provided to clients and is not indicative of the firm or advisor’s future performance. Visionary promoted the voting process via social media, but clients were not directly asked to vote. Visionary did not pay a fee to participate in or distribute the results of the survey.