Nicole M. Bellino

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CRD#: 7000092

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nicole Marie Bellino, CFP® was a registered financial professional .

Nicole is a previously registered financial professional and started their career in finance in 2018. Nicole had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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) VENTURE VISIONARY PARTNERS, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 5520 MONROE ST., SYLVANIA, OH 43560. RIA. TITLE IS CLIENT RELATIONSHIP MANAGER. STARTED 06/2019. REG. RELATIONSHIP MANAGER AS OF 12/2020. 160 HRS/MO - 6.5 HRS/DAY DURING TRADING. DUTIES ARE CLIENT SERVICE/OPERATIONS/LICENSED ASSISTANT. 2) 07/2019 Purshe Kaplan Sterling Investments. Investment Related. 5520 Monroe Street, Sylvania OH 43560. Registered Representative. 5 hours per month. 30 minutes per day during trading. Assist Registered Representatives with clerical functions. Non sales producing.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2012

Experience

Past

January 6, 2021 - April 5, 2022

VENTURE VISIONARY PARTNERS LLC

RIA

CRD#: 304237

SYLVANIA, OH

Past

July 9, 2019 - March 31, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Sylvania, OH

Past

October 17, 2018 - May 2, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SYLVANIA, OH

Past

October 11, 2018 - May 2, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SYLVANIA, 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 11/26/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/2018

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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Nicole M. Bellino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VENTURE VISIONARY PARTNERS LLC

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

VENTURE VISIONARY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/26/2018

SIE

Date: 10/12/2018

Series 7

Date: 10/11/2018

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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