General Disclosures
Venture Visionary Partners, LLC (“VVP”) is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Information on this website is directed toward U.S. residents only.

This website is a publication of VVP information and is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Images and photographs are included for the sole purpose of visually enhancing the website, and should not be construed as an endorsement or testimonial from any of the persons in the image or photograph.

VVP is not engaged in the practice of law or accounting. Always discuss specific legal or tax issues with your attorney or accountant.

For information pertaining to the registration status of the Firm, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of the Firm’s current disclosure statement discussing its business operations, services, and fees is available from the Firm upon written request.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Venture Visionary Partners), will be profitable or equal any historical performance level(s).

Each client and prospective client agrees, as a condition precedent to his/her/its access to Venture Visionary Partner’s web site, to release and hold harmless Venture Visionary Partners, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Venture Visionary Partners.

Important Disclosures about Third Party Rankings

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation. Investment performance is not an explicit criterion, because clients’ investment goals differ. Generally, recognition is based on information prepared and submitted by the adviser.

Limitations: No ranking or recognition should be construed as a current or past endorsement of VVP or any of its advisers by any of its clients. Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if VVP is engaged, or continues to be engaged, to provide investment advisory services. Recognitions published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by applicants. If you would like more information about an award or topic, please contact VVP at 419.464.7401.

The SHOOK Process

SHOOK scours the financial services industry for nominations. SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. As of this date, SHOOK has received nearly 36,535 nominations—advisors who meet SHOOK’s thresholds. 21,116 of these nominees have taken an online survey. Unlike other advisor rankings, SHOOK is not a “robo-ranker”—numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—firms that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in-person meetings, is imperative. SHOOK Research is the only ranking firm that interviews firms and advisors via telephone and in person at the firm’s location.

Basic Requirements

• Minimum of 7 years as an advisor for 1 partner/principal
• Fully operational as a practice for a minimum of 1 year
• Must incorporate a fiduciary model
• Completion of online survey
• Over 50% of business must be with individuals
• Acceptable compliance record

Quantitative Metrics

• Revenues
• Assets under management—and quality of those assets
• Client-related data, such as retention rates
• Portfolio performance is not a factor; audited returns among advisors are rare, and differing client objectives provide varying returns

Qualitative Metrics

• Telephone, virtual and in-person meetings with firms (if an in-person meeting cannot be accomplished, exceptions are considered in which the interview will occur after a ranking has been published).
• Compliance records. Some “dings” can be overlooked (e.g., firm or product failure beyond the scope of an advisor’s due diligence; the older a ding, the less we look). Since there are many gray areas, the SHOOK team is willing to listen to a firm that is willing to stand behind the advisor with written support.
• Firms that provide a full client experience: Service model; investing process; fee structure; breadth of services (e.g., liabilities and other wealth management services)
• Credentials (years of service can serve as proxy)
• Use of team and team dynamics
• Community involvement
• Discussions with management, peers, competing peers

U4/Compliance Issues
The following conditions will be considered in order to lessen weightings infractions:

• Infractions that are denied or closed with no action
• Complaint arose from a product, service or advice initiated by a previous advisor or another member or former member of team
• Length of time since complaint
• Complaints related to product failure not related to investment advice (some limited partnerships, adjusted-rate securities, etc.)
• Complaints that have been settled (must be proven) to appease a client who remained with the advisor for at least one year following settlement date
• Complaints that are proven to be meritless
• Actions taken as a result of administrative error or failure by firm

Once an advisor’s compliance rating falls into a tenable category, the following conditions must be met:

• An advisor’s rating must be among SHOOK’s highest qualitative measures including in-person interview
• Letters of recommendation

Ranking Algorithm
The algorithm is designed to fairly compare the business practices of a large group of firms based on quantitative and qualitative elements. Data are weighted to ensure priorities are given to dynamics such as preferred “best practices,” business models, recent business activity, etc. Each variable is graded and represents a certain value for each measured component. These data are fed into an algorithm that measures thousands of firms against each other.

SHOOK Disclosures
SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking.

Forbes/SHOOK ranked Craig Findley #1 in Ohio on its 2026 Best-In-State Wealth Advisor list

Data as of 6/30/25 and list released 4/7/2026. Neither the firm nor its employees paid a fee for placement on the Forbes 2026 Best-In-State Wealth Advisor list.

Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. For more information, please see https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/.  SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes/SHOOK ranked Craig Findley #1 in Ohio on its 2025 Best-In-State Wealth Advisor list (2025)

Data as of 6/30/2024 and List Release 4/8/2025- Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Neither the firm nor its employees paid a fee for placement on the Forbes 2025 Best-In-State Wealth Advisor list.

AdvisorHub 2025 Disclosure

Craig Findley was ranked #15 on AdvisorHub’s 2025 Advisors to Watch ranking, released June 2025, data as of 12/31/2024. Neither the firm nor its employees paid a fee for placement on the AdvisorHub Advisors to Watch ranking.

AdvisorHub states that its Advisors to Watch rankings are based on scale and quality of practice, year-over-year growth, and overall professionalism. Factors may include assets, production, level of service, growth in assets, households and production, regulatory record, community involvement, and team makeup. Nominees are required to have a minimum of seven years of experience, $150 million minimum assets under management, and a clean regulatory record. Participation in the ranking is open to any eligible firm or advisor, and AdvisorHub states there are no fees for participation.

Investment performance was not a criterion. A self-completed survey was used for the rating, and the ranking is not intended to be representative of any client’s experience or future investment performance.

See full list of rankings at https://www.advisorhub.com/advisors-to-watch-ria-2025/

Professional Designations Defined

AIF® – Accredited Investment Fiduciary

CEPA™ – Certified Plan Fiduciary Advisor

ChFC® – Chartered Financial Consultant

CFA® – Chartered Financial Analyst

CFP® – Certified Financial Planner

CPFA® – Certified Plan Fiduciary Advisor

CPWA® – Certified Private Wealth Advisor

CRPC® – Chartered Retirement Planning Counselor

CRPS® – Chartered Retirement Plans Specialist

FPQP® – Financial Paraplanner Qualified Professional

CDFA® – Certified Divorce Financial Analyst

RIPC® – Retirement Income Certified Professional