Tamela K K. Wriker
Professional summary
Tamela K Kay Wriker, CFP®, who also goes by Tammy Beals, Tamela Kay Wriker, is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Sylvania, Ohio.
Tamela K is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Tamela K has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tamela K Kay Wriker's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
November 16, 2022 - Present
VENTURE VISIONARY PARTNERS LLC
Office #1: 5520 Monroe Street Suite B, Sylvania, OH 43560December 11, 2007 - November 22, 2022
UBS FINANCIAL SERVICES INC.
February 9, 2007 - November 22, 2022
UBS FINANCIAL SERVICES INC.
July 28, 2006 - February 9, 2007
KEYBANC CAPITAL MARKETS INC.
May 10, 2004 - July 6, 2006
NATCITY INVESTMENTS, INC.
January 6, 2000 - August 11, 2003
EDWARD JONES
May 14, 1999 - December 21, 1999
KEYBANC CAPITAL MARKETS INC.
June 11, 1997 - May 14, 1999
KEY INVESTMENTS INC.
Primary Firm SEC Registration
VENTURE VISIONARY PARTNERS LLC
CRD#: 304237 / SEC#: 801-116835
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/16/2022)
Exams
Current Firm
VENTURE VISIONARY PARTNERS LLC
CRD#: 304237 / SEC#: 801-116835
Contact information
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,322 |
| AUM (Assets Under Management) | $ 4,363,359,457 |
Red Flags
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