Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
9yrs
Aileen Li
Financial advisor at Wells Fargo Advisors
Based in St, Louis, Missouri, Aileen Li is a fiduciary financial advisor with 9 years of industry experience. Aileen joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 5285 advisors with offices in St, Louis, and one of 4886 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
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
- May 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Aileen
Tailored to Aileen’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 Aileen
How do I contact Aileen?
Call Wells Fargo Advisors at 314-875-3000 and ask for Aileen Li. Aileen works from the St, Louis, MO office.
How long has Aileen been a financial advisor?
Aileen has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Aileen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Aileen a fiduciary?
Aileen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aileen paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Aileen 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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