Tamela K
Wriker
Venture Visionary Partners LLC
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About this Advisor
Tamela K Wriker is a certified financial planner working in Sylvania, Ohio with 1 year of industry experience. Wriker is an employee of Venture Visionary Partners LLC. Throughout their career, they have worked at Venture Visionary Partners LLC and Ubs Financial Services Inc. Wriker holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in Ohio. Venture Visionary Partners LLC is a financial advisory firm headquartered in Sylvania, OH. The investment advisory business has a total of 35 employees. It handles $3 billion in total assets between its 4,844 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 4,844 client accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. The business has a number of services, including 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 fee schedules usually are based on which service is provided. However, fees billed by Venture Visionary Partners LLC can be comprised of 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
Tamela K Wriker Work History
Tamela K has been registered as a financial advisor for 1 years.*
Venture Visionary Partners LLC
Ubs Financial Services Inc
*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 Tamela K Wriker 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
