Travis Norbert Maas

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 05/2017
  The Ohio State University
  Columbus, OH
• 01/2017 → 08/2017
  Ubs Inc
  Sylvania, OH
• 09/2017 → 05/2018
  The Ohio State University
  Columbus, OH
• 06/2018 → 07/2018
  Bob Meyer Builder Inc
  Ottawa, OH
• 09/2017 → 04/2018
  Jerome Schottenstein Center
  Columbus, OH
• 07/2018 → 09/2019
  Lpl Financial Llc
  Bowling Green, OH
• 10/2019 → 11/2020
  Ubs Financial Services, Inc.
  Sylvania, OH
• 12/2020 → Present
  Venture Visionary Partners, Llc
  Sylvania, OH

Previous Registrations

• 2019-10-28 → 2020-11-20
  Ubs Financial Services Inc.
  Sylvania, OH
• 2018-11-13 → 2019-09-30
  Lpl Financial Llc
  Bowling Green, OH
  Defiance, OH
  Findlay, OH

Other Businesses

1) 11/2020 Independent Licensed Insurance Agent. Investment Related. Sylvania, OH. Fixed and Variable Life

Exams

• S66 Uniform Combined State Law Examination
  2018-11-09

Other Names

• Travis Norbert Maas
• Travis Maas