Chad Whipple
Chad Whipple is a CFP, ChFC-designated registered investment advisor at Venture Visionary Partners LLC, based in Sylvania, OH, with 13 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,560 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Venture Visionary Partners' annual fee for investment management will not exceed 1.50% of the value of your portfolio. The specific fee depends on the amount you invest, the complexity of services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable.
Location
5520 Monroe Street, Suite B, Sylvania, OH, 43560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is an independent licensed insurance agent since 2012, selling life and health insurance. He is also an independent agent with Venture Risk Consulting, LLC since 2023, selling life, health, disability, and fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Venture Visionary Partners LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.