Venture Visionary Partners LLC

Griffin Oehlers is a financial advisor at Venture Visionary Partners LLC with a Series 65 credential and four years of industry experience. He has worked at Venture Visionary Partners since 2017 and previously at TDC Investment Advisory and Improveit! Home Remodeling. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and serves over 2,400 clients through a team of 16 advisors, offering tailored advice and a range of wealth management services.

Ryan Borucki is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Venture Visionary Partners LLC since 2020. His prior roles include positions at D.B. Root & Company, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. He is also an independent licensed insurance agent involved with Venture Risk Consulting, LLC, focusing on life, health, disability, and fixed annuities. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and employs 16 advisors serving over 2,400 clients, offering tailored advice through model portfolios, third-party managers, and comprehensive wealth-management services.

Robert Retzloff is a financial advisor with Venture Visionary Partners LLC in Sylvania, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, UBS Financial Services, and Morgan Stanley. He also maintains a non-investment related insurance license and serves as a compliance officer for Venture Risk Consulting, LLC. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and offers tailored portfolio solutions, ongoing monitoring, and broader wealth-management services to its clients.

Lindsey Rouser is a financial advisor with Venture Visionary Partners LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at UBS and Purshe Kaplan Sterling Investments. She serves as a board member on the TriState Capital Bank Client Advisory Board. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and serves over 2,400 clients with a team of 16 advisors, offering tailored advice through proprietary model portfolios, third-party managers, and comprehensive wealth management services.

Timothy Carroll is a financial advisor at Venture Visionary Partners LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, Northwestern Mutual, and Brian A Kurtz. Carroll also engages in incidental sales of fixed insurance products with other carriers. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and offers tailored advice through firm-developed model portfolios, third-party managers, and a range of wealth management services.

Brook Bright is a CFP® and CFA® with 25 years of industry experience. He is currently with Venture Visionary Partners LLC, where he has worked since 2023. His prior experience includes roles at Landing Point Financial Group, Ameriprise Financial Services, Edward Jones, and KeyBanc Capital Markets. He is also an independent licensed insurance agent. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and serves over 2,400 clients, utilizing a combination of proprietary model portfolios, third-party managers, and comprehensive wealth-management services.

Craig Warnimont is a CFA charterholder with 15 years of industry experience. He is currently with Venture Visionary Partners LLC, where he has worked since 2020, following roles at Purshe Kaplan Sterling Investments, UBS Financial Services, and Key Private Bank. He serves on the investment committees for the Ohio Highway Patrol Retirement System, the Toledo Opera Endowment Committee, and the Diocese of Toledo. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified plans, trusts, charities, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and serves over 2,400 clients with tailored portfolios and a range of wealth management and ERISA-focused services.

Craig Findley is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also involved with Venture Risk Consulting, LLC, a firm focused on employee benefit plans, insurance, and business consulting. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a range of investment strategies and offers ERISA-focused services, serving over 2,400 clients with approximately $5.45 billion in advised assets.

Ian Matheson is a financial advisor at Venture Visionary Partners LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked at Carnegie Investment Counsel for six years and operated Matheson Services LLC for 20 years. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and serves over 2,400 clients with a team of 16 advisors, offering tailored advice through model portfolios, third-party managers, and comprehensive wealth management services.

Steven De Yarman is a CFP® affiliated with Venture Visionary Partners LLC and has recently started his career in financial advising after 27 years at Huntington Bank. He also operates a sole proprietorship as a CPA tax preparer. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and offers tailored advice using model portfolios, third-party managers, and a range of wealth management services.

John Spengler is a financial advisor at Venture Visionary Partners LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. He is also a licensed independent insurance agent. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and serves over 2,400 clients with a team of 16 advisors.

Paul Abendroth is a financial advisor with Venture Visionary Partners LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at D.B. Root & Company, Purshe Kaplan Sterling Investments, Rehmann Financial Network, and Royal Alliance Associates. He is also involved with Venture Risk Consulting, LLC, an independent insurance agency focused on life, health, disability, and fixed annuities. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and serves over 2,400 clients through a team of 16 advisors, offering tailored advice through firm-developed model portfolios and third-party managers, along with broader wealth management and ERISA-focused services.

Travis Maas is a financial advisor with Venture Visionary Partners LLC, holding a Series 66 designation and seven years of industry experience. Before joining Venture Visionary Partners in 2020, he worked at UBS Financial Services and LPL Financial, among other roles. He is also a licensed insurance agent specializing in fixed and variable life insurance. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting to individuals, qualified plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and serves over 2,400 clients through a team of 16 advisors.

Andrew De Angelis is a CFA® charterholder with 19 years of industry experience. He is currently with Venture Visionary Partners LLC and previously worked at KeyBanc Capital Markets Inc. and Sidoti & Company, LLC. Venture Visionary Partners LLC provides investment management, financial planning, and retirement plan consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm manages approximately $4.3 billion in discretionary assets and serves around 2,429 clients through a team of 16 advisors, offering tailored advice supported by proprietary model portfolios and third-party managers.