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Giacomo Mannino

VISIONARY WEALTH ADVISORS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 2765023
GM

Professional summary

Giacomo Mannino, who also goes by Giaecmo Mannino, Jack Mannino, is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in Overland Park, Kansas.

Giacomo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Giacomo has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Giaecmo Mannino | Jack Mannino

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giacomo Mannino'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

March 12, 2020 - Present

VISIONARY WEALTH ADVISORS, LLC

Office #1: 7600 W. 110th Street Suite 200, Overland Park, KS 66210
RIA
CRD#: 169610
Overland Park, KS
Past

November 30, 2016 - April 14, 2020

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
OVERLAND PARK, KS
Past

September 1, 2000 - May 16, 2001

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

October 29, 1999 - September 5, 2000

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

December 30, 1998 - November 30, 2016

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA
CRD#: 109238
OVERLAND PARK, KS
Past

August 8, 1997 - October 1, 1999

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA

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".
VW
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)

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
Kansas
(3/12/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/29/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/11/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/7/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VW
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
59

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts10,262
AUM (Assets Under Management)$ 2,857,606,496

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

VISIONARY WEALTH ADVISORS, LLC

CRD#: 169610Overland Park, KS 66210

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