Selden K. Martin

VISIONARY WEALTH ADVISORS

St. Louis, MO 63144

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CRD#: 1061385

Professional summary

Selden Kent Martin is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in St. Louis, Missouri.

Selden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Selden has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PARTNER WITH ALTIUS LEARNING (NON INVESTMENT RELATED) COACHING & TRAINING RESPONSIBILITIES APPROXIMATELY 20 HOURS PER MONTH START DATE 09/2012 ADDRESS OF BUSINESS: 3531 S. LOGAN STREET ENGELWOOD, CO 80113

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Selden Kent Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 20, 2015 - Present

VISIONARY WEALTH ADVISORS, LLC

Office #1: 1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144

RIA

CRD#: 169610

St. Louis, MO

Past

February 12, 2014 - September 2, 2015

MOLONEY SECURITIES CO., INC.

RIA

CRD#: 38535

LADUE, MO

Past

February 12, 2014 - September 2, 2015

MOLONEY SECURITIES CO., INC.

CRD#: 38535

MANCHESTER, MO

Past

September 16, 2011 - June 25, 2012

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LEAWOOD, KS

Past

September 16, 2011 - June 25, 2012

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LEAWOOD, KS

Past

September 15, 1995 - June 8, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLAYTON, MO

Past

August 24, 1982 - June 8, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLAYTON, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VISIONARY WEALTH ADVISORS, LLC

ARVEN ADVISORS | VISIONARY WEALTH ADVISORS, LLC | DORIA ADVISORS, LLC | BANYAN WEALTH ADVISORS

CRD#: 169610 / SEC#: 801-78788

RIA

Registered Investment Advisory firm - (11/12/2013 Approved)

Iowa

Registered Investment Advisory firm - (12/23/2019 Terminated)

Mississippi

Registered Investment Advisory firm - (12/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(10/20/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 11/27/1990

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

VISIONARY WEALTH ADVISORS, LLC

ARVEN ADVISORS | VISIONARY WEALTH ADVISORS, LLC | DORIA ADVISORS, LLC | BANYAN WEALTH ADVISORS

CRD#: 169610 / SEC#: 801-78788

RIA

Registered Investment Advisory firm - (11/12/2013 Approved)

Iowa

Registered Investment Advisory firm - (12/23/2019 Terminated)

Mississippi

Registered Investment Advisory firm - (12/20/2019 Terminated)

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Contact information

Main Address

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144

Mailing Address

Phone number

(314) 764-2727

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VWA WRAP DISCLOSURE BROCHURE (3/31/2025)

VWA DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	10,262
AUM (Assets Under Management)	$ 2,857,606,496

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/07/2023	Cover Page	Report
10/12/2023	Cover Page	Report
12/14/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Selden K. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Selden Kent Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOLONEY SECURITIES CO., INC.

MOLONEY SECURITIES CO., INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VISIONARY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/1994

Series 63

Date: 8/26/1982

SIE

Date: 9/2/2015

Series 7

Date: 8/21/1982

Series 8

Date: 11/27/1990

Current Firm

VISIONARY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VISIONARY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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