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Craig Douglas Findley

VENTURE VISIONARY PARTNERS LLC·SYLVANIA, Ohio
Clean recordVENTURE VISIONARY PARTNERS LLC
5520 MONROE STREET, SYLVANIA, OH 43560CRD# 2250784Firm CRD# 304237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Douglas Findley · SYLVANIA, OH
Registration
CRD #2250784 · VENTURE VISIONARY PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Craig Douglas Findley is a registered financial advisor based in SYLVANIA, Ohio, affiliated with VENTURE VISIONARY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VENTURE VISIONARY PARTNERS LLC
VENTURE VISIONARY PARTNERS LLC
AUM
$3.9B
Regulatory assets under management
Employees
37
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2250784
Firm CRD# 304237
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Douglas Findley offer?
Craig Douglas Findley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYLVANIA, Ohio for a consultation.
What are Craig Douglas Findley's credentials?
Craig Douglas Findley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Douglas Findley located?
Craig Douglas Findley is based in SYLVANIA, Ohio, working with VENTURE VISIONARY PARTNERS LLC. Their office serves clients in the SYLVANIA metropolitan area and surrounding communities.
How does Craig Douglas Findley charge for services?
Craig Douglas Findley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VENTURE VISIONARY PARTNERS LLC?
VENTURE VISIONARY PARTNERS LLC has approximately 37 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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