Chris D. Landry

VISIONARY PLANNING & INVESTMENT

Centennial, CO

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CRD#: 3074656

Professional summary

Chris David Landry, who also goes by Chris D Landry, Chris D. Landry, is a registered financial advisor currently at VISIONARY PLANNING & INVESTMENT, LLC located in Centennial, Colorado.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Chris has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris D Landry | Chris D. Landry

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) JULY 2025-PRESENT: PANTHER TRAX DELIVERY/NOT INVESTMENT RELATED/INVOLVES 10% TIME EACH MONTH AFTER BUSINESS HOURS.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris David Landry's 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 24, 2017 - Present

VISIONARY PLANNING & INVESTMENT, LLC

RIA

CRD#: 287739

Centennial, CO

Past

December 2, 2016 - January 26, 2017

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Lone Tree, CO

Past

October 6, 2005 - January 26, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

LONE TREE, CO

Past

October 3, 2005 - December 2, 2016

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

LONE TREE, CO

Past

October 30, 2003 - November 24, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

DENVER, CO

Past

August 9, 2000 - November 24, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

July 13, 1999 - May 18, 2000

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

July 2, 1998 - June 17, 1999

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

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

Colorado
(3/24/2017)

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: 10/23/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/6/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/30/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VISIONARY PLANNING & INVESTMENT, LLC

CRD#: 287739 / SEC#:

Colorado

Registered Investment Advisory firm - (3/24/2017 Approved)

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Contact information

Main Address

Knoxville, TN

Mailing Address

Phone number

(720) 210-4990

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	182
AUM (Assets Under Management)	$ 19,099,030

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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Advisor Monitoring

Firm Stability Insights

Chris D. Landry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris David Landry's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MML INVESTORS SERVICES, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/23/2003

Series 63

Date: 9/6/2000

SIE

Date: 1/26/2017

Series 7

Date: 8/8/2000

Series 6

Date: 6/30/1998

Current Firm

VISIONARY PLANNING & INVESTMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VISIONARY PLANNING & INVESTMENT, LLC

TRUST BUT VERIFY

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