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Craig Warnimont

Venture Visionary Partners LLC
15 Years of Experience
Sylvania, OH
Sells Insurance
View SEC Summary
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Craig Warnimont is a CFA-designated registered investment advisor at Venture Visionary Partners LLC, based in Sylvania, OH, with 15 years of industry experience. Craig 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
—
View Full SEC Brochure

Location

5520 Monroe Street, Suite B, Sylvania, OH, 43560

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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

Craig is a board member overseeing investment managers for the Ohio Highway Patrol Retirement System and a board member for the Toledo Opera Endowment Committee. He is also an independent licensed insurance agent selling life, health, disability, and fixed annuities since 2016, and a committee member reviewing outside investment managers for the Diocese of Toledo Investment Committee.

Employment History
Current Registrations
Venture Visionary Partners LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2020 - February 2023 · 2 yrs 3 mos
UBS Financial Services INC.Broker
May 2016 - November 2020 · 4 yrs 6 mos
UBS Financial Services INC.
April 2016 - November 2020 · 4 yrs 7 mos
Hyperion Wealth Management LLC
October 2009 - June 2010 · 8 mos
Natcity Investments, INC.
February 2003 - July 2005 · 2 yrs 5 mos
Natcity Investments, INC.Broker
February 2003 - July 2005 · 2 yrs 5 mos
Red Capital Markets, INC.Broker
October 1998 - February 2001 · 2 yrs 4 mos
State Registrations2 states
OHTX
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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