Craig A. Warnimont

VENTURE VISIONARY PARTNERS LLC

Sylvania, OH 43560

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CRD#: 3115449

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Arnold Warnimont'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®

None

Experience

Current

November 11, 2020 - Present

VENTURE VISIONARY PARTNERS LLC

Office #1: 5520 Monroe Street Suite B, Sylvania, OH 43560

RIA

CRD#: 304237

Sylvania, OH

Past

November 11, 2020 - February 23, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Sylvania, OH

Past

May 2, 2016 - November 20, 2020

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SYLVANIA, OH

Past

April 27, 2016 - November 20, 2020

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SYLVANIA, OH

Past

October 29, 2009 - June 23, 2010

HYPERION WEALTH MANAGEMENT LLC

RIA

CRD#: 151567

LEIPSIC, OH

Past

February 7, 2003 - July 8, 2005

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

CLEVELAND, OH

Past

February 7, 2003 - July 8, 2005

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

October 20, 1998 - February 8, 2001

LUMENT SECURITIES, LLC

CRD#: 14840

COLUMBUS, 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".

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
(11/11/2020)

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

State Security Law Exam

IAR

Series 66

Date: 5/9/2016

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/2/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/21/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2016

General Securities Representative Examination

Current Firm

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

SEC notice filing (31 States and Territories)

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 Accounts	6,322
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.

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Firm Stability Insights

Craig A. Warnimont

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

HYPERION WEALTH MANAGEMENT LLC

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

LUMENT SECURITIES, LLC

Primary Firm SEC Registration

VENTURE VISIONARY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/9/2016

Series 65

Date: 3/2/2001

Series 63

Date: 10/21/1998

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2016

Current Firm

VENTURE VISIONARY PARTNERS LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VENTURE VISIONARY PARTNERS LLC

TRUST BUT VERIFY

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