CRD: 287739
Visionary Planning & Investment, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-24-2017
- Office Locations
- 1
Office Locations
About Visionary Planning & Investment, LLC
Visionary Planning & Investment, LLC is a Knoxville, TN RIA providing financial planning and portfolio management, with an emphasis on risk management, asset allocation, and portfolio construction. The firm highlights guidance for clients facing concentrated single-stock positions and building more diversified portfolios. Serves retail households, including entrepreneurs, and works with platforms such as Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRIS DAVID LANDRY
Chief Compliance Officer, Managing Member, President
- CRD
- #3074656
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,831,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,831,900 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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