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John Spengler

Venture Visionary Partners LLC
39 Years of Experience
Boynton Beach, FL
Sells Insurance
View SEC Summary
View SEC Summary

John Spengler is a registered investment advisor at Venture Visionary Partners LLC, based in Boynton Beach, FL, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 2,810 clients with $5.2B in assets under management.

Venture Visionary Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,810 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$5.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual investment management fee will not exceed 1.50% and is negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Boynton Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John has been a licensed independent insurance agent since 1991, selling life, variable, accidental, and health insurance products.

Employment History
Current Registrations
Venture Visionary Partners LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2020 - August 2022 · 1 yr 9 mos
UBS Financial Services INC.
February 2007 - November 2020 · 13 yrs 9 mos
UBS Financial Services INC.Broker
February 2007 - November 2020 · 13 yrs 9 mos
Mcdonald Investments INC.
October 2006 - February 2007 · 4 mos
Mcdonald Investments INC.Broker
May 2002 - February 2007 · 4 yrs 9 mos
Raymond James & Associates, INC.Broker
June 1998 - May 2002 · 3 yrs 11 mos
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
August 1989 - May 1998 · 8 yrs 9 mos
Prudential-Bache Securities INC.Broker
April 1987 - August 1989 · 2 yrs 4 mos
State Registrations3 states
FLOHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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