A 12-person team, including five advisers who managed $1.8 billion at UBS, has joined Venture Visionary Partners, a Toledo, Ohio-based registered investment adviser. The addition brings total staff at Venture to 28 and assets under management to $3.7 billion.
The advisers joining VVP partners are Robert S. Loeb, James J. Porea, John D. Spengler, Bradford G. Dolgin and Craig A. Warnimont.
Venture Visionary Partners was founded last year by Craig Findley, himself a breakaway broker from UBS. The firm uses Charles Schwab as its custodian and is a member of Dynasty Financial Partners.
See the latest Advisers on the Move here.
The financial advice industry has been facing inquiries into its cash sweep programs for years now.
Investor money allegedly went to strip clubs, exotic cars, and landscaping
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
