Venture Visionary Partners LLC
Venture Visionary Partners LLC (CRD# 304237) is a financial advisory firm headquartered in Sylvania, OH. They manage $3,921,425,727 in 5,412 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management3,921MILLION
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Total Number of Accounts5,412ACCOUNTS
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Average Account Value$724,580
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI
Karyn Keilholz (CRD# 2570096) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 16 years of experience in the finance industry.
Robert Loeb (CRD# 2007746) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 34 years of experience in the finance industry.
Travis Maas (CRD# 6741197) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 5 years of experience in the finance industry.
John O'brien (CRD# 5425951) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 16 years of experience in the finance industry.
James Porea (CRD# 1137357) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 40 years of experience in the finance industry.
Robert Retzloff (CRD# 2424908) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 29 years of experience in the finance industry.
Lindsey Rouser (CRD# 5190161) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 11 years of experience in the finance industry.
John Spengler (CRD# 1653659) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 36 years of experience in the finance industry.
Craig Warnimont (CRD# 3115449) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 25 years of experience in the finance industry.
Chad Whipple (CRD# 6062665) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 11 years of experience in the finance industry.