Five Star award winner Rich Collop, CFP®, CLU®, ChFC®

PROFESSIONAL PROFILE

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Rich Collop, CFP^®, CLU^®, ChFC^®

Visionary Wealth Advisors

1401 S Brentwood Blvd

St Louis, MO 63144

Office: 314-764-2725

rich.collop@vwa-llc.com
www.richcollop.com

About Me

Rich is an experienced wealth advisor who helps his clients envision and achieve even bigger dreams for their lives than they may see on their own. He has built long-term relationships with clients from all walks of life, and especially enjoys working with physicians and entrepreneurs.

Rich works in our St. Louis office, and spends the majority of his time serving clients in the Greater St. Louis area. Originally from Kirksville, Missouri, he also maintains client relationships throughout central and northeast Missouri and frequently makes the trip to meet with his clients face-to-face.

Rich entered the financial industry with a goal to run a business that would have a direct and positive impact on people’s lives. He built a solid practice as a wealth management advisor at another firm for more than 12 years before joining Visionary.

Rich made the decision to move his practice to Visionary for the opportunity to provide his clients unbiased advice, more options, more services, and the ability to do so at a lower fee. He felt Visionary allowed him to take his clients to the next level in terms of financial planning. He found that the quality and character of our firm was second to none and was eager to have the ability to truly act in a fiduciary manner for his clients, and have access to the best products and services available in the marketplace.

Rich has Bachelors and Masters Degrees from University of Missouri and earned the CERTIFIED FINANCIAL PLANNER™ designation. Rich and his wife, Emily, live in Manchester, Missouri with their two children, Isabel and Michael. They enjoy exploring St. Louis as a family, traveling, and supporting their kids in all their activities. Rich loves sports, especially golf and tennis, and played on the Mizzou Tennis Team in college. He spends many Saturdays in the fall at Mizzou rooting for the Tigers.

See Accomplishments

This award was issued on 10/1/20 by Five Star Professional (FSP) for the time period 01/6/2020 through 08/7/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2431 St. Louis-area wealth managers were considered for the award; 170 (7% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 2481, 185, 7%, 10/1/19, 1/14/19 - 8/9/19; 2018: 2533, 179, 7%, 10/1/18, 1/26/18 - 8/15/18; 2017: 1681, 181, 11%, 10/1/17, 1/26/17 - 8/28/17; 2016: 1427, 324, 23%, 9/1/16, 3/3/16 - 8/22/16; 2015: 2194, 358, 16%, 10/1/15, 2/16/15 - 8/11/15; 2014: 1401, 389, 28%, 2/1/14, 2/16/13 - 8/11/13; 2013: 1726, 485, 28%, 2/1/13, 2/16/12 - 8/11/12; 2012: 1800, 455, 25%, 2/1/12, 2/16/11 - 8/11/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.