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PA

Paul M. Abendroth

VENTURE VISIONARY PARTNERS LLC
Sylvania, OH 43560
Some features on this profile are disabled
CRD#: 2146399
PA

Professional summary

Paul Melvin Abendroth, AIF®, who also goes by Paul M Abendroth, Paul Abendroth, is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Sylvania, Ohio.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Paul has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul M Abendroth | Paul Abendroth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Melvin Abendroth's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

October 12, 2020 - Present

VENTURE VISIONARY PARTNERS LLC

Office #1: 5520 Monroe Street Suite B, Sylvania, OH 43560
RIA
CRD#: 304237
Sylvania, OH
Past

January 16, 2018 - December 31, 2018

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Toledo, OH
Past

January 9, 2018 - October 5, 2020

D.B. ROOT & COMPANY, LLC

RIA
CRD#: 188512
TOLEDO, OH
Past

January 23, 2017 - December 31, 2017

REHMANN FINANCIAL NETWORK, LLC

BD
CRD#: 165027
LANSING, MI
Past

November 17, 2010 - December 31, 2017

REHMANN WEALTH

RIA
CRD#: 123047
TOLEDO, OH
Past

October 28, 2010 - January 16, 2018

OSAIC WEALTH, INC.

BD
CRD#: 23131
TOLEDO, OH
Past

March 6, 2008 - November 2, 2010

NRP ADVISORS, INC.

RIA
CRD#: 141430
TOLEDO, OH
Past

November 4, 2003 - December 31, 2010

HYLANT FINANCIAL SERVICES, LTD.

RIA
CRD#: 121352
TOLEDO, OH
Past

January 14, 2003 - October 27, 2008

NRP FINANCIAL, INC.

RIA
CRD#: 103717
TOLEDO, OH
Past

January 24, 2001 - November 2, 2010

NRP FINANCIAL, INC.

BD
CRD#: 103717
TOLEDO, OH
Past

May 26, 1993 - January 25, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 15, 1991 - August 5, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VV
VENTURE VISIONARY PARTNERS LLC
FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(5/10/2022)
IAR
Ohio
(10/12/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/29/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/25/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/11/1991
General Securities Representative Examination

Current Firm

VV
VENTURE VISIONARY PARTNERS LLC
FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)
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Contact information

Main Address
5520 Monroe Street Suite B, Sylvania, OH 43560
Mailing Address
Phone number
(419) 464-7401
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VENTURE VISIONARY PARTNERS LLC DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts6,322
AUM (Assets Under Management)$ 4,363,359,457

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VENTURE VISIONARY PARTNERS LLC

CRD#: 304237Sylvania, OH 43560

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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