Mark Klopfenstein
Investment adviser representative at Venture Visionary Partners LLC
23 yearsExperience
1 stateRegistered in
$5.2BFirm assets
7 yearsFirm in business
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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
23 years in the industry.
- Venture Visionary Partners, LLCJul 2026 to now
- Venture Risk ConsultingJul 2026 to now
- Klopfenstein Financial Group, LLCJan 2003 to now
- Strategic Investment Advisors, LLCAug 2005 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 2767318
- Firm CRD
- 304237