Lindsey M. Rouser

VENTURE VISIONARY PARTNERS LLC

Sylvania, OH 43560

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CRD#: 5190161

Professional summary

Lindsey Marie Rouser, who also goes by Lindsey Marie Emerick, Lindsey M Rouser, Lindsey Marie Rouser, Lindsey Rouser, is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Sylvania, Ohio.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lindsey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lindsey Marie Emerick | Lindsey M Rouser | Lindsey Marie Rouser | Lindsey Rouser

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.

5/2024 TriState Capital Bank Client Advisory Board; Board Member; Investment Related One Oxford Centre, 301 Grant Street, Suite 2700, Pittsburgh, PA 15219; 0-2 hours per month during trading hours; discuss bank service and product offerings, process designs, and technology initiatives

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Marie Rouser'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

January 6, 2021 - Present

VENTURE VISIONARY PARTNERS LLC

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

RIA

CRD#: 304237

Sylvania, OH

Past

July 9, 2019 - April 1, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Sylvania, OH

Past

May 23, 2012 - May 2, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SYLVANIA, OH

Past

December 14, 2011 - May 2, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SYLVANIA, OH

Past

April 6, 2010 - December 16, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TOLEDO, 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.

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

Ohio
(1/6/2021)

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

IAR

Series 66

Date: 5/22/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/2010

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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Advisor Monitoring

Firm Stability Insights

Lindsey M. Rouser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Marie Rouser's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VENTURE VISIONARY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2012

SIE

Date: 10/1/2018

Series 7

Date: 4/5/2010

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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