Brook Bright

VENTURE VISIONARY PARTNERS LLC

Sylvania, OH 43560

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CRD#: 4104728

Professional summary

Brook Bright, CFP®, who also goes by Brook Bright, is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Sylvania, Ohio.

Brook is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brook has worked at 6 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brook Bright

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) Independent licensed insurance agent, Investment Related, Westlake, OH 44145, Variable and Fixed Accident, Life and Health Insurance, 11/2019, 0-1 hours per month, 0-1hrs during trading hours;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brook Bright'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: 2020

Experience

Current

February 16, 2023 - Present

VENTURE VISIONARY PARTNERS LLC

Office #1: 5520 Monroe Street Suite B, Sylvania, OH 43560Office #2: 27400 Riverview Center Blvd. Suite 3, Bonita Springs, FL 34134

RIA

CRD#: 304237

Sylvania, OH

Past

July 20, 2021 - February 15, 2023

LANDING POINT FINANCIAL GROUP

RIA

CRD#: 312978

AVON, OH

Past

July 31, 2019 - June 21, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AVON, OH

Past

July 25, 2019 - June 21, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AVON, OH

Past

May 14, 2019 - May 23, 2019

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

May 31, 2000 - March 1, 2019

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

February 22, 2000 - May 19, 2000

MAPLE SECURITIES U.S.A. INC.

CRD#: 33947

JERSEY CITY, 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".

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

Florida
(7/26/2023)

IAR

Ohio
(2/16/2023)

IAR

Texas
(2/16/2023)

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

Series 63

Date: 7/13/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 1/27/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 2/14/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/20/2012

General Securities Principal 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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Advisor Monitoring

Firm Stability Insights

Brook Bright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brook Bright's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANDING POINT FINANCIAL GROUP

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

KEYBANC CAPITAL MARKETS INC.

MAPLE SECURITIES U.S.A. INC.

Primary Firm SEC Registration

VENTURE VISIONARY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/13/2000

SIE

Date: 10/1/2018

Series 55

Date: 1/27/2001

Series 7

Date: 2/14/2000

Series 24

Date: 8/20/2012

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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