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
St. Louis, MO 63144
Credentials
Series 63, Series 66
Industry experience
37 years
Steven Elefson is a financial advisor with Visionary Wealth Advisors, LLC in Jackson, Missouri, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cary Street Partners. He serves as president of the board of directors for Southeast MO Medical Center, a 501(c)(3) organization. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm employs a blended investment approach combining fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and third-party managed portfolios.
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
1401 South Brentwood Boulevard, Suite 700
St. Louis, MO 63144
Florida · Missouri · Texas
Purshe Kaplan Sterling Investments
2020 - Present (6 years)
Visionary Wealth Advisors
2019 - Present (7 years)
IFS Securities Inc.
2019 - 2019 (1 year)
Cary Street Partners Investment Advisory
2015 - 2018 (3 years)
Cary Street Partners
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 63, Series 66
Saint Louis, MO
Integra Wealth Advisors
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
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