Craig Arnold Warnimont

Employer firm

Venture Visionary Partners LLC CRD 304237

$5.24B regulatory AUM 101 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2020
  Ubs Financial Services Inc
  Sylvania, OH
• 11/2020 → Present
  Venture Visionary Partners Llc
  Sylvania, OH
• 11/2020 → 02/2023
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2016-04-27 → 2020-11-20
  Ubs Financial Services Inc.
  Sylvania, OH
• 2009-10-29 → 2010-06-23
  Hyperion Wealth Management Llc
  Leipsic, OH
• 2003-02-07 → 2005-07-08
  Natcity Investments, Inc.
  Cleveland, OH

Other Businesses

1) Ohio Highway Patrol Retirement System. Investment Related. 1900 Polaris Parkway, Suite 201, Columbus OH 43240. Board Member, oversee investment manager. Start 8/2022. 2hrs/month, 2hrs/ during trading hours. 2) 4/2024 Toledo Opera Endowment Committee. Investment Related. 425 Jefferson Ave Toledo OH 43604. Board Member. Board duties associated with financial decisions of the foundation. less than 1hr/ during trading hours. 3) Diocese of Toledo Investment Committee, Investment Related, 1933 Spielbusch Ave, Toledo, OH 43604, Committee Member, review outside investment manager(s) for Diocese, start 01/2019, 1 hour per month outside trading hours

Exams

• S66 Uniform Combined State Law Examination
  2016-05-09
• S65 Uniform Investment Adviser Law Examination
  2001-03-02
• S63 Uniform Securities Agent State Law Examination
  1998-10-21

Designations

• Chartered Financial Analyst