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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-28 |
Branch Locations
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Saint Louis | MO | 05/2012 | 04/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2022 | 09/2024 |
| Northwestern Mutual Investment Services Llc | Toledo | OH | 04/2022 | 10/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2023 | 09/2024 |
| Brian A Kurtz | Toledo | OH | 09/2024 | 10/2025 |
| Venture Visionary Partners Llc | Sylvania | OH | 10/2025 | Present |
1. OUTSIDE INSURANCE GENERAL SALES/SERVICING, GENERAL SALES/SERVICING, START DATE: 11/20/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INCIDENTAL SALES OF FIXED INSURANCE PRODUCTS WITH OTHER CARRIERS; INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-19 |
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