Katrina Angelique Martin
Investment adviser representative at Visionary Wealth Advisors, LLC
24 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$3.5BFirm assets
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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
24 years in the industry.
- Visionary Wealth Advisors, LLCOct 2019 to now
- Edward JonesJul 2002 to Sep 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
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
- 4421015
- Firm CRD
- 169610