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Katrina Angelique Martin

Katrina A. Martin

VISIONARY WEALTH ADVISORS
O'fallon, IL 62269
CRD#: 4421015
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Katrina Angelique Martin
Katrina Angelique MartinVISIONARY WEALTH ADVISORS

Professional summary

Katrina Angelique Martin, CFP®, who also goes by Katrina Angelique Kniss, is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in O'fallon, Illinois.

Katrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Katrina has worked at 2 firms and has passed the Series 63, SIE, Series 87 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Katrina Angelique Kniss

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 Katrina Angelique Martin'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: 2018

Experience

Current

October 15, 2019 - Present

VISIONARY WEALTH ADVISORS, LLC

Office #1: 1405 N. Green Mount Road Suite 500, O'fallon, IL 62269
RIA
CRD#: 169610
O'fallon, IL
Past

January 7, 2008 - September 4, 2019

EDWARD JONES

RIA
CRD#: 250
ST. LOUIS, MO
Past

October 25, 2002 - September 4, 2019

EDWARD JONES

BD
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".
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
Illinois
(10/15/2019)
IAR
Missouri
(10/15/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 11/13/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 12/9/2004
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 10/24/2002
General Securities 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)
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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
59

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 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#: 169610O'fallon, IL 62269

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