Daniel Lynn Browne
Investment adviser representative at Visionary Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$3.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Visionary Wealth Advisors, LLCAug 2014 to now
- Purshe Kaplan Sterling InvestmentsMar 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (IL).
Visionary Wealth Advisors, LLC
$3.5BAssets managed
4,262Clients
48Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2988487
- Firm CRD
- 169610