Robert Scott Loeb
Investment adviser representative at Venture Visionary Partners LLC
37 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- Venture Visionary Partners, LLCNov 2020 to now
- Purshe Kaplan Sterling InvestmentsNov 2020 to now
- UBS Financial Services Inc.Feb 2007 to Nov 2020
- Mcdonald Investments Inc.Nov 1989 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Venture Visionary Partners LLC
$5.2BAssets managed
2,810Clients
31Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2007746
- Firm CRD
- 304237