Tamela Wriker
Tamela Wriker is a CFP-designated registered investment advisor at Venture Visionary Partners LLC, based in Sylvania, OH, with 28 years of industry experience. Tamela 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fee will not exceed 1.50% and is negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
5520 Monroe Street, Suite B, Sylvania, OH, 43560
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tamela is a licensed independent insurance agent since 2000, selling variable, life, accident, and health insurance products. This activity is investment-related.
Employment History
Current Registrations
Venture Visionary Partners LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.Broker
Natcity Investments, INC.Broker
Edward JonesBroker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
State Registrations1 state
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
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