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SB

Shauna S. Barrier

VENTURE VISIONARY PARTNERS
Bonita Springs, FL 34134
Some features on this profile are disabled
CRD#: 7194444
SB

Professional summary

Shauna Sheree Barrier is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Bonita Springs, Florida.

Shauna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Shauna has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shauna Sheree Barrier'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

May 13, 2026 - Present

VENTURE VISIONARY PARTNERS LLC

Office #1: 27400 Riverview Center Blvd Suite 3, Bonita Springs, FL 34134
RIA
CRD#: 304237
Bonita Springs, FL
Past

November 10, 2020 - May 12, 2026

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BONITA SPRINGS, FL
Past

August 24, 2020 - May 12, 2026

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BONITA SPRINGS, FL

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 - (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
(5/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/9/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/24/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/2/2020
Securities Industry Essentials Examination

Current Firm

VV
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
38

SEC notice filing (33 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 Accounts6,322
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.

Company Information

VENTURE VISIONARY PARTNERS LLC

CRD#: 304237Bonita Springs, FL 34134

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