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Craig Arnold Warnimont

VENTURE VISIONARY PARTNERS
SYLVANIA, OH
·CRD# 3115449·28 years experience

Professional Summary

Craig Arnold Warnimont is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Sylvania, Ohio. Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Craig has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

VENTURE VISIONARY PARTNERS LLC·CRD# 304237
RIA
5520 Monroe Street Suite B, Sylvania, OH 43560
November 11, 2020 - Present
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Sylvania, OH
November 11, 2020 - February 23, 2023
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Sylvania, OH
May 2, 2016 - November 20, 2020
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Sylvania, OH
April 27, 2016 - November 20, 2020
HYPERION WEALTH MANAGEMENT LLC·CRD# 151567
RIA
Leipsic, OH
October 29, 2009 - June 23, 2010
NATCITY INVESTMENTS, INC.·CRD# 17490
RIA
Cleveland, OH
February 7, 2003 - July 8, 2005
NATCITY INVESTMENTS, INC.·CRD# 17490
BD
Cleveland, OH
February 7, 2003 - July 8, 2005
LUMENT SECURITIES, LLC·CRD# 14840
BD
Columbus, OH
October 20, 1998 - February 8, 2001

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Current Firm

VV
VENTURE VISIONARY PARTNERS LLC

FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835
RIA
Registered Investment Advisory firm - SEC (6/21/2019 Approved)

Contact Information

Main Address

5520 Monroe Street Suite B, Sylvania, OH 43560

Phone Number

(419) 464-7401

# of Employees

46

SEC notice filing (33 States and Territories)

Registered to provide investment advisory services in 33 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VENTURE VISIONARY PARTNERS DISCLOSURE BROCHURE (9/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,711

AUM (Assets Under Management)

$5,242,198,595

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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.

1) Ohio Highway Patrol Retirement System. Investment Related. 1900 Polaris Parkway, Suite 201, Columbus OH 43240. Board Member, oversee investment manager. Start 8/2022. 2hrs/month, 2hrs/ during trading hours. 2) 4/2024 Toledo Opera Endowment Committee. Investment Related. 425 Jefferson Ave Toledo OH 43604. Board Member. Board duties associated with financial decisions of the foundation. less than 1hr/ during trading hours. 3) Diocese of Toledo Investment Committee, Investment Related, 1933 Spielbusch Ave, Toledo, OH 43604, Committee Member, review outside investment manager(s) for Diocese, start 01/2019, 1 hour per month outside trading hours

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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 - SEC (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.
IAR
Ohio
(11/11/2020)
IAR
Texas
(6/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2016About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Craig Arnold Warnimont's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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