Venture Visionary Partners
Venture Visionary Partners is a registered independent wealth management firm, advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth. Based in Ohio, we are a team of experienced wealth managers, investment advisors, and other financial specialists, who design and implement customized plans in efforts to achieve our clients’ short- and long-term goals. The heart of our business is our unwavering focus on exceptional client service. This begins with truly listening and understanding each client’s needs, hopes and dreams, as we guide our clients through confident decision-making to help preserve, sustain and optimize their financial situation and legacy.
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Verified contacts
41
available on Kipplo
LinkedIn employees
45
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
0
tools in use
Monthly traffic
89
organic / mo
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Decision-makers and verified team members
41 contacts with verified email or phone · masked until revealed.
- CT
Chris Tracey
Director of Compliance · Finance & Accounting
EmailPhone - JK
Jamie Kaczmarski
Relationship Manager · Sales & Business Development
EmailPhone - KK
Karyn Keilholz
Relationship Manager · Sales & Business Development
EmailPhone - KK
Kristy Keller
Relationship Manager · Sales & Business Development
EmailPhone - SW
Sarah Wodarski
Relationship Manager · Sales & Business Development
EmailPhone - CW
Chad Whipple
Financial Advisor · Finance & Accounting
EmailPhone - JL
Jackie Lascola
Executive Assistant · General Business & Management
EmailPhone - LR
Lindsey Rouser
Financial Planner · Finance & Accounting
EmailPhone - ST
Shirley Toburen
Administrative Assistant · Operations
EmailPhone
Showing 9 of 41 verified contacts
Top roles at Venture Visionary Partners
23 distinct titles indexed · top 10 shown.
- 8relationship manager
- 5financial advisor
- 5partner
- 2client service associate
- 1administrative assistant
- 1chairman ceo
- 1chief investment officer, partner
- 1chief operating officer
- 1director of compliance
- 1director of people & culture
- +13more titles
Sign up to unlock all 41 contacts at Venture Visionary Partners
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