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Tamela K Kay Wriker

Tamela K K. Wriker

VENTURE VISIONARY PARTNERS
Sylvania, OH 43560
Some features on this profile are disabled
CRD#: 2862429
Tamela K Kay 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

Are you a "fiduciary"?
Yes

Aliases

Tammy Beals | Tamela Kay Wriker

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 Tamela K Kay Wriker'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

November 16, 2022 - Present

VENTURE VISIONARY PARTNERS LLC

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

December 11, 2007 - November 22, 2022

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SYLVANIA, OH
Past

February 9, 2007 - November 22, 2022

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SYLVANIA, OH
Past

July 28, 2006 - February 9, 2007

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
SANDUSKY, OH
Past

May 10, 2004 - July 6, 2006

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
SANDUSKY, OH
Past

January 6, 2000 - August 11, 2003

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

May 14, 1999 - December 21, 1999

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

June 11, 1997 - May 14, 1999

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH

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
Ohio
(11/16/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/19/1997
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: 6/10/1997
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (33 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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