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Ian Matheson

Venture Visionary Partners LLC

Sylvania, OH

Bonita Springs, FL

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Current Employers
Venture Visionary Partners Llc

5520 Monroe Street Suite B, Sylvania, OH 43560 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-06
TX RA APPROVED_RES 2025-11-05
  • FL RA
    APPROVED
    Since 2025-11-06
  • TX RA
    APPROVED_RES
    Since 2025-11-05

Branch Locations

5520 Monroe Street Suite B, Sylvania, OH 43560 • United States

27400 Riverview Center Blvd Suite 3, Bonita Springs, FL 34134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matheson Services Llc. Estero FL 12/1999 07/2019
Carnegie Investment Counsel Ft. Meyers FL 07/2019 10/2025
Venture Visionary Partners Llc Sylvania OH 10/2025 Present
Previous Registrations
  • 2019-08-09 → 2025-10-22
    Carnegie Investment Counsel
    Ft. Myers, FL
    Pepper Pike, OH
  • 2008-05-01 → 2019-12-12
    Matheson Financial
    Bonita Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-04
  • S65 Uniform Investment Adviser Law Examination
    2008-03-04

View on SEC IAPD

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