Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
30yrs
Malissa Romack
Full name on record: Malissa E Romack
Financial advisor at Benjamin F. Edwards & Company
Based in St. Louis, Missouri, Malissa Romack is a financial advisor with 30 years of industry experience. Malissa has been with Benjamin F. Edwards & Company since 2011; before that, Malissa spent four years at Wells Fargo Advisors and 11 years at A. G. Edwards & Sons. Malissa holds the CFP® designation.
At a glance
Experience30 years (since 1997)
How that compares ?Top 11% by experience in St. Louis
OfficeOne North Brentwood Blvd, Suite 850, St. Louis, MO 63105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$553,528
Advisors at the firm516
States licensed ?1 state
Services through Benjamin F. Edwards & Company
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2011 – nowBenjamin F. Edwards & Company, Inc.Current firm
- 2008 – 2011Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2008A. G. Edwards & Sons, Inc.Previously
Contact Malissa
(314) 726-1600Benjamin F. Edwards & Company main office One North Brentwood Blvd, Suite 850St. Louis, MO 63105Office · Get directions YouTube channelBenjamin F. Edwards & Company
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Questions to ask Malissa
Tailored to Malissa’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Malissa
How do I contact Malissa?
Call Benjamin F. Edwards & Company at (314) 726-1600 and ask for Malissa Romack. Malissa works from the St. Louis, MO office.
How long has Malissa been a financial advisor?
Malissa has been in the industry since 1997, about 30 years. Top 11% by experience in St. Louis.
What licenses does Malissa hold?
Series 63. Tap any license on this page to see what it allows.
Is Malissa a fiduciary?
Malissa is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Malissa paid?
Benjamin F. Edwards & Company reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Malissa for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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