Advisor at Visionary Wealth Advisors, 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 Wealth Advisors, LLC
Location
O'fallon, IL 62269
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Jason Baldus is a CFP® professional with 13 years of industry experience. He is affiliated with Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company, where he has worked since 2014. Baldus holds Series 63 and Series 65 licenses. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Based on Visionary Wealth Advisors, LLC
Based on Visionary Wealth Advisors, LLC
Fixed, project-based financial planning and consulting fees generally range from $500 to $15,000
$0 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 1.00% Above $5,000,000+: Negotiable
Fee-only: Financial planning fixed fees generally range from $500 to $15,000 depending on scope and complexity; fees are negotiable
1405 N. Green Mount Road, Suite 500
O'fallon, IL 62269
Illinois
Mass Mutual LIfe Insurance Company
2014 - Present (12 years)
Visionary Wealth Advisors, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Saint Louis, MO
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PFS™, Series 63, Series 65
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Series 65
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Long River Investment Management LLC
Series 63, Series 65
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Saint Louis Investment Advisors Inc
Series 65
St. Louis, MO
Parke Investment Management, Inc.
Series 66
St. Louis, MO
Sigma Advisors, LLC
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