Unclaimed Profile

Robert Scott Loeb

VENTURE VISIONARY PARTNERS LLC·SYLVANIA, Ohio

SIE, Series 7, Series 63, Series 65CFP26 years registeredVENTURE VISIONARY PARTNERS LLC

5520 MONROE STREET, SYLVANIA, OH 43560CRD# 2007746Firm CRD# 304237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Scott Loeb · SYLVANIA, OH

Registration

CRD #2007746 · VENTURE VISIONARY PARTNERS LLC · 26 years registered

Brand Profile

Not yet started

Career History

VENTURE VISIONARY PARTNERS LLC

Nov 2020 – present

UBS FINANCIAL SERVICES INC.

Feb 2007 – Nov 2020

SYLVANIA, OH

MCDONALD INVESTMENTS INC.

Oct 1999 – Feb 2007

PERRYSBURG, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 14, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

2025Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VENTURE VISIONARY PARTNERS LLC

CRD 304237 · SEC 801-116835

AUM

$3.9B

Regulatory assets under management

Employees

5,412 client accounts

Services offered by VENTURE VISIONARY PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VENTURE VISIONARY PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Robert Scott Loeb offer?

Robert Scott Loeb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYLVANIA, Ohio for a consultation.

What are Robert Scott Loeb's credentials?

Robert Scott Loeb holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Scott Loeb located?

Robert Scott Loeb 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 Robert Scott Loeb charge for services?

Robert Scott Loeb'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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