Daniel L. Browne

VISIONARY WEALTH ADVISORS

EDWARDSVILLE, IL 62025

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CRD#: 2988487

Professional summary

Daniel Lynn Browne, AIF® is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in Edwardsville, Illinois.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Daniel has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 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.

1. 08/01/2014 - NON-VARIABLE INSURANCE - VISIONARY WEALTH ADVISORS, LLC,1254 UNIVERSITY DRIVE, EDWARDSVILLE, IL 62025; 160 HRS/MONTH, LICENSED TO SELL INSURANCE PRODUCTS ABOVE. 2. 08/01/2014 - VISIONARY WEALTH ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR - 1254 UNIVERSITY DRIVE, EDWARDSVILLE, IL 62025; 8/2014, 160 HRS/ MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lynn Browne'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 26, 2014 - Present

VISIONARY WEALTH ADVISORS, LLC

Office #1: 1254 University Drive Suite 300, Edwardsville, IL 62025

RIA

CRD#: 169610

EDWARDSVILLE, IL

Past

March 1, 2013 - November 9, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Edwardsville, IL

Past

August 2, 2011 - March 27, 2015

CARSONALLARIA WEALTH MANAGEMENT, LTD.

RIA

CRD#: 157998

GLEN CARBON, IL

Past

May 27, 2010 - October 27, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

GLEN CARBON, IL

Past

May 26, 2010 - March 15, 2013

LPL FINANCIAL LLC

CRD#: 6413

GLEN CARBON, IL

Past

January 20, 2005 - May 27, 2010

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

ST. LOUIS, MO

Past

March 17, 1999 - May 27, 2010

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ST. LOUIS, MO

Past

March 4, 1998 - November 3, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 4, 1998 - November 3, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Illinois
(8/26/2014)

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 66

Date: 1/17/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/22/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/1998

General Securities Representative Examination

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.

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Daniel L. Browne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lynn Browne's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CARSONALLARIA WEALTH MANAGEMENT, LTD.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

VISIONARY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/17/2005

Series 63

Date: 7/22/1998

SIE

Date: 10/1/2018

Series 7

Date: 1/20/1998

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

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