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Lindsey Rouser

Venture Visionary Partners LLC
16 Years of Experience
Sylvania, OH
View SEC Summary
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Lindsey Rouser is a registered investment advisor at Venture Visionary Partners LLC, based in Sylvania, OH, with 16 years of industry experience. Lindsey 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

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 Activities

Lindsey is a board member of the TriState Capital Bank Client Advisory Board, discussing bank services and products. This activity requires minimal time.

Employment History
Current Registrations
Venture Visionary Partners LLC
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2019 - April 2021 · 1 yr 9 mos
UBS Financial Services INC.
May 2012 - May 2019 · 7 yrs
UBS Financial Services INC.Broker
December 2011 - May 2019 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - December 2011 · 1 yr 8 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.
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