Adam Joseph Basler
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, LLCAug 2024 to now
- Parkside FinancialMar 2019 to Aug 2024
- Ameriprise Financial Services, IncMay 2018 to Mar 2019
- Edward JonesSep 2017 to Nov 2017
- North Star Resource GroupMay 2017 to Aug 2017
- Missouri State UniversityJan 2016 to May 2018
- Tapawingo National Golf ClubAug 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6654627
- Firm CRD
- 169610