Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
21yrs
Chad Conner
Financial advisor at Wells Fargo Advisors
Based in St. Louis, Missouri, Chad Conner is a fiduciary financial advisor with 21 years of industry experience. Chad has been with Wells Fargo Advisors since 2009; before that, Chad spent a year at Truist Investment Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 72% of advisors in St. Louis
OfficeOne North Jefferson Avenue Mail Code: H0004-05g, St. Louis, MO 63103
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowWells Fargo Clearing Services, LLCCurrent firm
- May 2007 – Oct 2008Truist Investment Services, Inc.Previously
- Jul 2006 – Apr 2007Wells Fargo Clearing Services, LLCPreviously
Contact Chad
(314) 875-3000Wells Fargo Advisors main office One North Jefferson Avenue Mail Code: H0004-05gSt. Louis, MO 63103Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Chad
Tailored to Chad’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
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About Chad
How do I contact Chad?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Chad Conner. Chad works from the St. Louis, MO office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2005, about 21 years. More experience than 72% of advisors in St. Louis.
What licenses does Chad hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Chad 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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