Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
25yrs
Vance Barrett
Financial advisor at Wells Fargo Advisors
At a glance
Experience25 years (since 2001)
How that compares ?Top 20% by experience in St, Louis
OfficeOne North Jefferson Avenue H0004-05c, St, Louis, MO 63103
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Apr 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2013 – nowWells Fargo Clearing Services, LLCCurrent
- Jan 2012 – Sep 2013Truist Investment Services, Inc.Previously
- 2007 – 2011Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2006Wells Fargo Clearing Services, LLCPreviously
- Sep 2002 – Oct 2002UBS Financial Services Inc.Previously
Questions to ask Vance
Tailored to Vance’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Vance
How do I contact Vance?
Call Wells Fargo Advisors at 314-875-3000 and ask for Vance Barrett. Vance works from the St, Louis, MO office.
How long has Vance been a financial advisor?
Vance has been in the industry since 2001, about 25 years. Top 20% by experience in St, Louis.
What licenses does Vance hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Vance a fiduciary?
Vance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vance paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Vance for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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