Clark S. Gay

VISIONARY WEALTH ADVISORS

Overland Park, KS 66210

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CRD#: 3251334

Professional summary

Clark Stevens Gay, CFP®, who also goes by Clark Gay, is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in Overland Park, Kansas.

Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Clark has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clark Gay

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 Clark Stevens Gay'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 17, 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 6, 2020

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

OVERLAND PARK, KS

Past

September 21, 2001 - November 30, 2016

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA

CRD#: 109238

OVERLAND PARK, KS

Past

November 20, 2000 - May 16, 2001

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

August 24, 1999 - December 1, 2000

EDWARD JONES

CRD#: 250

ST. LOUIS, 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

Kansas
(3/17/2020)

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: 8/7/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/25/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/23/1999

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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Clark S. Gay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark Stevens Gay's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDELMAN FINANCIAL ENGINES

FINANCIAL ENGINES ADVISOR CENTER, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

EDWARD JONES

Primary Firm SEC Registration

VISIONARY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2001

Series 63

Date: 8/25/1999

Series 7

Date: 8/23/1999

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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