Ryan N. Borucki

VENTURE VISIONARY PARTNERS LLC

Sylvania, OH 43560

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CRD#: 5758555

Professional summary

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

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Nicholas Borucki | Ryan Borucki

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) 9/2020 Independent Licensed Insurance Agent; Investment Related; Sylvani, OH; Life and Health Insurance 2) Venture Risk Consulting, LLC; Investment Related; 5520 Monroe Street, Suite B, Sylvania OH 43560; Insurance agency; independent agent; life, health, disability, fixed annuities, start 12/2022; 5 hours per month during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Nicholas Borucki'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: 2019

Experience

Current

October 12, 2020 - Present

VENTURE VISIONARY PARTNERS LLC

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

RIA

CRD#: 304237

Sylvania, OH

Past

January 18, 2018 - April 15, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Toledo, OH

Past

January 8, 2018 - October 5, 2020

D.B. ROOT & COMPANY, LLC

RIA

CRD#: 188512

TOLEDO, OH

Past

January 23, 2017 - December 31, 2017

REHMANN FINANCIAL NETWORK, LLC

CRD#: 165027

LANSING, MI

Past

September 20, 2013 - December 31, 2017

REHMANN WEALTH

RIA

CRD#: 123047

TOLEDO, OH

Past

September 5, 2013 - January 16, 2018

OSAIC WEALTH, INC.

CRD#: 23131

TOLEDO, OH

Past

September 25, 2012 - June 24, 2013

LPL FINANCIAL LLC

CRD#: 6413

FLINT, MI

Past

March 9, 2010 - August 21, 2012

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

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

Michigan
(5/6/2022)

IAR

Ohio
(10/12/2020)

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: 5/1/2010

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: 5/30/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/8/2010

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Ryan N. Borucki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Nicholas Borucki's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

D.B. ROOT & COMPANY, LLC

REHMANN FINANCIAL NETWORK, LLC

REHMANN WEALTH

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

VENTURE VISIONARY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/1/2010

SIE

Date: 10/1/2018

Series 7

Date: 5/30/2013

Series 6

Date: 3/8/2010

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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