Gregory L. Mullican

VISIONARY WEALTH ADVISORS

EDWARDSVILLE, IL 62025

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CRD#: 4121728

Professional summary

Gregory Lynn Mullican, CFP®, who also goes by Greg Lynn Mullican, Greg Mullican, is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in Edwardsville, Illinois.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gregory has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Lynn Mullican | Greg Mullican

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 Gregory Lynn Mullican'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: 2011

Experience

Current

January 13, 2015 - Present

VISIONARY WEALTH ADVISORS, LLC

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

RIA

CRD#: 169610

EDWARDSVILLE, IL

Past

November 10, 2008 - January 12, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

glen carbon, IL

Past

November 10, 2008 - January 12, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

glen carbon, IL

Past

October 6, 2005 - November 12, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SWANSEA, IL

Past

June 27, 2005 - November 12, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SWANSEA, IL

Past

May 2, 2000 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

March 28, 2000 - June 8, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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
(1/13/2015)

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: 10/5/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/26/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/12/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/27/2000

Investment Company Products/Variable Contracts 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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Gregory L. Mullican

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Lynn Mullican's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

VISIONARY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2005

Series 63

Date: 1/26/2002

SIE

Date: 1/12/2015

Series 7

Date: 9/1/2005

Series 6

Date: 3/27/2000

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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