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Lindsey Marie Rouser

Venture Visionary Partners LLC

Sylvania, OH

CRD 5190161

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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
OH RA APPROVED 2021-01-06
  • OH RA
    APPROVED
    Since 2021-01-06

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
Pksa D/B/A Findley Advisors Albany NY 04/2019 06/2019
Venture Visionary Partners, Llc Sylvania OH 06/2019 Present
Purshe Kaplan Sterling Investments Albany NY 07/2019 04/2021
Ubs Sylvania OH 12/2011 04/2019
  • 04/2019 → 06/2019
    Pksa D/B/A Findley Advisors
    Albany, NY
  • 06/2019 → Present
    Venture Visionary Partners, Llc
    Sylvania, OH
  • 07/2019 → 04/2021
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 12/2011 → 04/2019
    Ubs
    Sylvania, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-22
  • S66 Uniform Combined State Law Examination
    2012-05-22
Other Names
  • Lindsey Marie Emerick
  • Lindsey Marie Rouser
  • Lindsey Rouser
  • Lindsey M Rouser

View on SEC IAPD

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