VI
VI
Venera Izant is a registered investment advisor at 2 Knights Wealth Management, LLC, based in Pepper Pike, OH, with 21 years of industry experience. Venera operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 57 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$106.9M
Loading...
Location
30195 Chagrin Blvd, #118N, Pepper Pike, OH, 44124
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
2 Knights Wealth Management, LLC
April 2025 - Present · 1 yr
Previous Registrations
Cetera Investment Advisers LLC
August 2020 - December 2024 · 4 yrs 4 mos
Cetera Investment Services LLCBroker
August 2020 - December 2024 · 4 yrs 4 mos
B Riley Wealth Management
October 2014 - August 2020 · 5 yrs 10 mos
B. Riley Wealth ManagementBroker
October 2014 - August 2020 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2010 - October 2014 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - October 2014 · 4 yrs 6 mos
Southeast Investments, N.c., INC.Broker
October 2009 - April 2010 · 6 mos
Invest Financial Corporation
July 2005 - November 2007 · 2 yrs 4 mos
Invest Financial CorporationBroker
July 2005 - November 2007 · 2 yrs 4 mos
Firstmerit Securities, INC.Broker
March 2005 - July 2005 · 4 mos
Mcdonald Investments INC.
September 2003 - April 2004 · 7 mos
Mcdonald Investments INC.Broker
February 2001 - April 2004 · 3 yrs 2 mos
State Registrations1 state
OH
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.