JR
Joseph L. Reiniger
VISIONARY WEALTH ADVISORS
EDWARDSVILLE, IL 62025
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CRD#: 5263295
JR
Professional summary
Joseph L Reiniger is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in Edwardsville, Illinois.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joseph has worked at 2 firms and has passed the Series 65, Series 63 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.
MADCO SOCCER CLUB; NOT INVESTMENT-RELATED; PO Box 38, Troy, IL 62294; SELECT SOCCER CLUB, OWNER, JUNE 2008,15 HOURS PER WEEK, I RUN THE ORGANIZATION, FROM TRAINING, COACHING, FINANCES, MARKETING, ETC.
JOE REINIGER SOCCER SCHOOLS; NOT INVESTMENT-RELATED; 22 BLISS TERRACE, COLLINSVILLE, IL 62234; SOCCER CLUBS, DIRECTOR, JUNE 2005, THE SOCCER SCHOOLS ARE 3 WEEKS OVER THE SUMMER, 10 HOURS PER WEEK, I RUN THE ORGANIZATION, FROM TRAINING, COACHING, FINANCES, MARKETING, ETC
SOCCER CLUBS, FUND RAISING AND FIELD AND BUILDING MAINTENANCE. 8 HOURS PER MONTH, $5,000.00 PER YEAR.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph L Reiniger'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®
NoneExperience
Current
June 5, 2014 - Present
VISIONARY WEALTH ADVISORS, LLC
Office #1: 1254 University Drive Suite 300, Edwardsville, IL 62025RIA
CRD#: 169610
EDWARDSVILLE, IL
Past
September 19, 2007 - April 3, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
EDWARDSVILLE, IL
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(6/5/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 10/12/2023 | ||
| 12/14/2022 |
Red Flags
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Company Information
VISIONARY WEALTH ADVISORS, LLC
CRD#: 169610Edwardsville, IL 62025TRUST BUT VERIFY
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