Best Investors Account Sign in
Inactive

Paul Melvin Abendroth

Venture Visionary Partners LLC

Sylvania, OH

CRD 2146399

Claim This Profile
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:

Current Employers
Venture Visionary Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-05-10
OH RA APPROVED 2020-10-12
  • MI RA
    APPROVED
    Since 2022-05-10
  • OH RA
    APPROVED
    Since 2020-10-12

Branch Locations

5520 Monroe Street Suite B, Sylvania, OH 43560 • 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
Royal Alliance Associates, Inc. Toledo OH 10/2010 01/2018
Rehmann Financial Network, Llc Toledo OH 01/2011 12/2017
D.B. Root & Company, Llc Toledo OH 01/2018 10/2020
Purshe Kaplan Sterling Investments, Inc Albany NY 01/2018 12/2018
Venture Visionary Partners Llc Sylvania OH 10/2020 Present
Rehmann Financial Network, Llc Toledo OH 11/2010 12/2017
  • 10/2010 → 01/2018
    Royal Alliance Associates, Inc.
    Toledo, OH
  • 01/2011 → 12/2017
    Rehmann Financial Network, Llc
    Toledo, OH
  • 01/2018 → 10/2020
    Toledo, OH
  • 01/2018 → 12/2018
    Purshe Kaplan Sterling Investments, Inc
    Albany, NY
  • 10/2020 → Present
    Sylvania, OH
  • 11/2010 → 12/2017
    Rehmann Financial Network, Llc
    Toledo, OH
Previous Registrations
  • 2018-01-09 → 2020-10-05
    Toledo, OH
  • 2010-11-17 → 2017-12-31
    Toledo, OH
    Lansing, MI
  • 2003-11-04 → 2010-12-31
    Hylant Financial Services, Ltd.
    Toledo, OH
    Toledo, OH
  • 2008-03-06 → 2010-11-02
    Nrp Advisors, Inc.
    Toledo, OH
  • 2003-01-14 → 2008-10-27
    Nrp Financial, Inc.
    Toledo, OH
    Bryan, OH
    Toledo, OH
Other Businesses

1. 6/1993 INDEPENDENT INSURANCE AGEN : Ottawa Hills, OH : Accident & Health, Life, Variable 2. Venture Risk Consulting, LLC; Investment Related; 5520 Monroe Street, Suite B, Sylvania OH 43560; Insurance agency; independent agent; life, health, disability, fixed annuities, start 12/2022; 5 hours per month during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-07-29
S63 Uniform Securities Agent State Law Examination 1991-07-25
  • S65 Uniform Investment Adviser Law Examination
    1994-07-29
  • S63 Uniform Securities Agent State Law Examination
    1991-07-25
Other Names
  • Paul M Abendroth
  • Paul Abendroth
  • Paul Melvin Abendroth

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Sylvania, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor