Tyler Mark Dumey
Investment adviser representative at Visionary Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Visionary Wealth Advisors, LLCJul 2025 to now
- Charles Schwab and Co., Inc.Dec 2022 to Jun 2025
- TD Ameritrade, Inc.Feb 2018 to Dec 2023
- ScottradeApr 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 5953473
- Firm CRD
- 169610