Geoff C. Reed

VISIONARY WEALTH ADVISORS

St. Louis, MO 63144

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CRD#: 5183536

Professional summary

Geoff Colby Reed is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in St. Louis, Missouri.

Geoff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Geoff has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoff Colby Reed'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®

None

Experience

Current

March 8, 2019 - Present

VISIONARY WEALTH ADVISORS, LLC

Office #1: 1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144

RIA

CRD#: 169610

St. Louis, MO

Past

January 14, 2014 - March 14, 2019

WADDELL & REED

RIA

CRD#: 866

CREVE COEUR, MO

Past

January 14, 2014 - March 14, 2019

WADDELL & REED

CRD#: 866

CREVE COEUR, MO

Past

January 5, 2012 - December 31, 2013

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

CHESTERFIELD, MO

Past

February 23, 2011 - December 31, 2013

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

CHESTERFIELD, MO

Past

September 29, 2009 - January 11, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLAYTON, MO

Past

September 29, 2009 - January 11, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLAYTON, MO

Past

May 5, 2009 - September 15, 2009

OSAIC WEALTH, INC.

CRD#: 23131

ST. LOUIS, MO

Past

January 15, 2009 - March 26, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

CLAYTON, MO

Past

August 21, 2006 - March 26, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

CLAYTON, 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

Illinois
(3/8/2019)

IAR

Missouri
(3/14/2019)

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: 1/9/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/27/2006

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: 11/12/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/18/2006

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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Advisor Monitoring

Firm Stability Insights

Geoff C. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoff Colby Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISIONARY WEALTH ADVISORS, LLC

WADDELL & REED

WADDELL & REED

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC WEALTH, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

VISIONARY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2009

Series 63

Date: 9/27/2006

SIE

Date: 10/1/2018

Series 7

Date: 11/12/2008

Series 6

Date: 8/18/2006

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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