Advisor at Visionary Planning & Investment, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Visionary Planning & Investment, LLC
Location
Centennial, CO
Credentials
Series 63, Series 66
Industry experience
26 years
Chris Landry is a financial advisor at Visionary Planning & Investment, LLC in Knoxville, TN, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and Schwab Private Client Investment Advisory, Inc. Outside of his advisory work, he is involved with Panther Trax Delivery, dedicating part of his time to this non-investment business. Visionary Planning & Investment provides financial planning, portfolio management, retirement plan advice, and rollover guidance to individuals, high-net-worth clients, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory with a buy-and-hold strategy, supplemented by fundamental and technical analyses, and offers discretionary and nondiscretionary portfolio management.
Based on Visionary Planning & Investment, LLC
Based on Visionary Planning & Investment, LLC
$0 - $499,999: 0.95% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%
Centennial, CO
Colorado
Reliable Automatic Sprinkler
2017 - 2025 (8 years)
Rocky Mtn Express
2017 - 2025 (8 years)
Visionary Planning & Investment, LLC
2017 - Present (9 years)
Schwab Private Client Investment Advisory, Inc.
2016 - 2017 (1 year)
Grandview High School
2014 - 2025 (11 years)
Charles Schwab Bank
2007 - 2016 (9 years)
Charles Schwab & Co., Inc
2005 - 2017 (12 years)
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Lawyer
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Real estate agent
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