Visionary Wealth Advisors is proud to announce that seven wealth management advisors have received the Five Star Wealth Management Award by Five Star Professional. Congratulations to Visionary Wealth Advisors’ 5 Star Wealth Manager Award recipients: Jason Baldus CFP®, MS, Elizabeth Connelly J.D., CTFA, CISP, Kent Kobernus, CFP®, Matt Fairbairn CFP®, AIF®, Ted McNulty CFP®, AIF®, David Sink, and Scott Vieregge.
To receive the Five Star Wealth Management Award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Some of the factors considered include assets under management, education, professional designations, regulatory history, number of client households served, and client retention rate.
Visionary Wealth Advisors is an independent Registered Investment Advisor, founded in March 2014 by Brett Gilliland and Tim Hammett. Visionary Wealth Advisors provides comprehensive financial planning and wealth management services, including retirement, college and estate planning, and small business retirement plans. Visionary Wealth Advisors has offices in Jackson, Springfield, and St. Louis, MO, Edwardsville, Collinsville, and O’Fallon, IL, Palm Beach Gardens, FL, and Overland Park, KS.
*Five Star winners do not pay to win or to be considered for the award. Professionals showing up in Featured Results, however, may have paid a fee to appear there.
This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. A self-completed questionnaire was used for rating purposes. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, however a fee may be paid for use of marketing materials. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2685 St. Louis-area wealth managers were considered for the award; 187 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,691, 167, 6%, 10/1/23, 12/12/22 – 6/30/23; 2022: 2418, 158, 7%, 10/1/22, 1/24/22 – 7/22/22; 2021: 2683, 164, 6%, 10/1/21, 12/28/20 – 8/6/21; 2020: 2431, 170, 7%, 10/1/20, 1/6/20 – 8/7/20; 2019: 2481, 185, 7%, 10/1/19, 1/14/19 – 8/9/19; 2018: 2533, 179, 7%, 10/1/18, 1/26/18 – 8/15/18; 2017: 1681, 181, 11%, 10/1/17, 1/26/17 – 8/28/17; 2016: 1427, 324, 23%, 9/1/16, 3/3/16 – 8/22/16; 2015: 2194, 358, 16%, 10/1/15, 2/16/15 – 8/11/15; 2014: 1401, 389, 28%, 2/1/14, 2/16/13 – 8/11/13; 2013: 1726, 485, 28%, 2/1/13, 2/16/12 – 8/11/12; 2012: 1800, 455, 25%, 2/1/12, 2/16/11 – 8/11/11. Please visit www.fivestarprofessional.com for more information.
