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John Daniel Spengler

Venture Visionary Partners LLC

Boynton Beach, FL

Sylvania, OH

CRD 1653659

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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
FL RA APPROVED 2025-01-08
TX RA APPROVED 2021-06-30
OH RA APPROVED 2020-11-11
  • FL RA
    APPROVED
    Since 2025-01-08
  • TX RA
    APPROVED
    Since 2021-06-30
  • OH RA
    APPROVED
    Since 2020-11-11

Branch Locations

Boynton Beach, FL • United States

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
Ubs Financial Services Inc. New York NY 02/2007 11/2020
Venture Visionary Partners, Llc Sylvania OH 11/2020 Present
Purshe Kaplan Sterling Investments Albany NY 11/2020 08/2022
Previous Registrations
  • 2007-02-09 → 2020-11-20
    Ubs Financial Services Inc.
    Sylvania, OH
    Weehawken, NJ
    Boynton Beach, FL
  • 2006-10-31 → 2007-02-09
    Keybanc Capital Markets Inc.
    Toledo, OH
    Perrysburg, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-30
S63 Uniform Securities Agent State Law Examination 1987-05-27
  • S65 Uniform Investment Adviser Law Examination
    2006-10-30
  • S63 Uniform Securities Agent State Law Examination
    1987-05-27

View on SEC IAPD

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