A complete list of active advisors currently associated with Venture Visionary Partners LLC

Warmer can help you find a great advisor at Venture Visionary Partners LLC or one who fits your needs even better.

Venture Visionary Partners provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), qualified retirement plans, trusts, charitable organizations, and businesses. The firm’s brochure notes it advises a broad set of client assets — reporting roughly $6.48 billion in client assets as of December 31, 2025 — and uses common advisory practices such as model portfolios and percentage‑of‑AUM billing. VVP describes a tailored approach that starts with a client’s objectives and risk profile, uses portfolio allocation and financial‑planning software, and includes ongoing monitoring and periodic review meetings. The firm uses third‑party platforms and technology — including a contractual relationship with Dynasty Financial Partners and Dynasty Wealth Management’s TAMP — and may delegate day‑to‑day trading to third‑party managers or implement held‑away accounts through an Order Management System. Noteworthy features disclosed in the brochure include offering ERISA 3(38) fiduciary services for pooled employer plans (PEPs) and a documented relationship with an affiliated insurance agency and broker‑dealer registrations for its representatives, all of which the firm identifies as potential conflicts of interest to be managed. The brochure also indicates the firm uses client testimonials in its advertising, a practice the adviser discloses explicitly and that is relatively uncommon among multi‑team advisory firms.

To learn more about the advisors currently working at Venture Visionary Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.