Lindsey
Rouser
Venture Visionary Partners LLC
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About this Advisor
Lindsey Rouser is a financial advisor based out of Sylvania, Ohio with a total of 2 years of relevant experience. Rouser is currently employed by Venture Visionary Partners LLC. Over the course of their career, they have held roles at Pksa D/B/A Findley Advisors, Venture Visionary Partners, LLC, Purshe Kaplan Sterling Investments and Ubs. Rouser holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Venture Visionary Partners LLC is a financial advisory business based in Sylvania, OH. The investment advisory business has a total of 35 financial advisors. It handles $3 billion in assets under management between its 4,844 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 4,844 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. Venture Visionary Partners LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically vary depending on which services are offered. Fees charged by Venture Visionary Partners LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Venture Visionary Partners LLC Brokerage Details
$3,156,585,391
35
4,844
$651,649
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lindsey Rouser Work History
Lindsey has been registered as a financial advisor for 2 years.*
Venture Visionary Partners, LLC
Pksa D/B/A Findley Advisors
Purshe Kaplan Sterling Investments
Ubs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lindsey Rouser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Venture Visionary Partners LLC
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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