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Ryan Nicholas Borucki

Venture Visionary Partners LLC

Sylvania, OH

CRD 5758555

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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 2022-05-06
OH RA APPROVED 2020-10-12
  • MI RA
    APPROVED
    Since 2022-05-06
  • 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
Rehmann Financial Network, Llc Toledo OH 01/2017 12/2017
Royal Alliance Associates, Inc. Toledo OH 09/2013 01/2018
Rehmann Financial Network, Llc Toledo OH 09/2013 12/2017
D.B. Root & Company, Llc Toledo OH 01/2018 10/2020
Purshe Kaplan Sterling Investments Albany NY 01/2018 04/2019
Venture Visionary Partners Llc Sylvania OH 10/2020 Present
  • 01/2017 → 12/2017
    Rehmann Financial Network, Llc
    Toledo, OH
  • 09/2013 → 01/2018
    Royal Alliance Associates, Inc.
    Toledo, OH
  • 09/2013 → 12/2017
    Rehmann Financial Network, Llc
    Toledo, OH
  • 01/2018 → 10/2020
    Toledo, OH
  • 01/2018 → 04/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 10/2020 → Present
    Sylvania, OH
Previous Registrations
Other Businesses

1) 9/2020 Independent Licensed Insurance Agent; Investment Related; Sylvani, OH; Life and Health Insurance 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
S63 Uniform Securities Agent State Law Examination 2010-05-01
  • S63 Uniform Securities Agent State Law Examination
    2010-05-01
Designations
  • Certified Financial Planner
Other Names
  • Ryan Nicholas Borucki
  • Ryan Borucki

View on SEC IAPD

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