Ryan Borucki
Ryan Borucki is a CFP-designated registered investment advisor at Venture Visionary Partners LLC, based in Sylvania, OH, with 16 years of industry experience. Ryan 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
Get directionsHistory
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
Ryan is an independent licensed insurance agent since 2020, selling life and health insurance. He is also an independent agent at Venture Risk Consulting, LLC since 2022, selling life, health, disability, and fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Venture Visionary Partners LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
D.B. Root & Company, LLC
Rehmann Financial Network, LLCBroker
Rehmann Financial
Royal Alliance Associates, INC.Broker
LPL Financial LLCBroker
Jackson National Life Distributors LLCBroker
State Registrations2 states
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
More Advisors
- Tamela Wriker, CFPVenture Visionary Partners LLC
- Craig Warnimont, CFAVenture Visionary Partners LLC
- Chad Whipple, CFP, ChFCVenture Visionary Partners LLC
- Steven Deyarman, CFPVenture Visionary Partners LLC
- Timothy CarrollVenture Visionary Partners LLC
- Donald Roork, CFPOsaic Wealth, INC.