ME
Mitchell S. Ellebrecht
VISIONARY WEALTH ADVISORS
St. Louis, MO 63144
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CRD#: 7486116
ME
Professional summary
Mitchell S Ellebrecht is a registered financial advisor currently at VISIONARY WEALTH ADVISORS, LLC located in St. Louis, Missouri.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mitchell has worked at 1 firm and has passed the Series 65 and SIE 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.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell S Ellebrecht'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 14, 2023 - Present
VISIONARY WEALTH ADVISORS, LLC
Office #1: 1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144RIA
CRD#: 169610
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
Missouri(6/14/2023)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VISIONARY WEALTH ADVISORS, LLC
CRD#: 169610St. Louis, MO 63144TRUST BUT VERIFY
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