Former UBS financial advisor Craig Findley has formed an independent wealth team and is now working with Dynasty Financial Partners near Toledo, Ohio.
The new RIA, Venture Visionary Partners, has 11 members, who earlier worked with $1.5 billion of client assets. It plans to acquire “like-minded advisors in Ohio and the Midwest,” according to a statement.
The team includes former UBS advisors Robert Retzloff, with 25 years of experience; Brian Funkhouser, with 15 years in the business; and John O’Brien, with nine years of experience.
Venture is using Schwab as its custodian, Purshe Kaplan Sterling as its broker-dealer, and Black Diamond for asset and performance reporting.