Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
17yrs
Patrick Martin
Financial advisor at Wells Fargo Advisors
Based in St. Louis, Missouri, Patrick Martin is a fiduciary financial advisor with 17 years of industry experience. Patrick joined Wells Fargo Advisors in 2018, after three years at Edward Jones. 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
Experience17 years (since 2009)
How that compares ?More experience than 59% 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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2014 – 2017Edward JonesPreviously
- 2009 – 2013Edward JonesPreviously
Contact Patrick
(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 Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Patrick Martin. Patrick works from the St. Louis, MO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2009, about 17 years. More experience than 59% of advisors in St. Louis.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick 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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