Brook Bright
Investment adviser representative at Venture Visionary Partners LLC
26 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$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
26 years in the industry.
- Venture Visionary Partners LLCFeb 2023 to now
- Landing Point Financial Group, LLCJun 2021 to Feb 2023
- Ameriprise Financial Services, LLCJul 2019 to Jun 2021
- UnemployedMar 2019 to Jul 2019
- Keybanc Capital Markets Inc.May 2000 to Mar 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 3 states (FL, 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
- 4104728
- Firm CRD
- 304237