Timothy Carroll
Investment adviser representative at Venture Visionary Partners LLC
14 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
14 years in the industry.
- Venture Visionary Partners LLCOct 2025 to now
- Brian A KurtzSep 2024 to Oct 2025
- Northwestern Mutual Wealth Management CompanyMay 2023 to Sep 2024
- Northwestern Mutual Investment Services LLCApr 2022 to Oct 2025
- Northwestern Mutual Life Insurance CompanyApr 2022 to Sep 2024
- U.S. Bancorp Investments, Inc.May 2012 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5763804
- Firm CRD
- 304237