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RIA / WealthAdvisor26 years in industry

Mark Klopfenstein

Advisor at VENTURE VISIONARY PARTNERS LLC

SYLVANIA, OH

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Search this name across graphsid dfx:ria:29573bb8-b2c7-5b64-62e1-2e445de65bda

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VENTURE VISIONARY PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 6, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 6, 2000
First registration: Jun 12, 2001
Dual registered: no
Other names: MARK ALAN KLOPFENSTEIN
IAPD individual key: 2767318

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VENTURE VISIONARY PARTNERS LLC	Independent wealth	Sep 9, 2026	n/a	yes	SYLVANIA, OH	Current employment
STRATEGIC INVESTMENT ADVISORS, LLC	Former SEC adviser	Sep 8, 2005	Oct 25, 2019	no	SYLVANIA, OH	Previous registration
WALNUT STREET SECURITIES, INC.	Former SEC adviser	Jul 7, 2004	Aug 16, 2005	no	TOLEDO, OH	Previous registration
SAVAGE AND ASSOCIATES, INC.	n/a	Jun 7, 2004	Aug 18, 2005	no	TOLEDO, OH	Previous registration
WALNUT STREET ADVISERS INC	n/a	Jun 12, 2001	Aug 16, 2005	no	TOLEDO, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC INVESTMENT ADVISORS, LLC	VENTURE VISIONARY PARTNERS LLC	Oct 25, 2019	Sep 9, 2026	2,511	Firm change after gap	RIA to RIA
SAVAGE AND ASSOCIATES, INC.	WALNUT STREET SECURITIES, INC.	Aug 18, 2005	Jul 7, 2004	-407	Firm change after gap	Other
WALNUT STREET ADVISERS INC	SAVAGE AND ASSOCIATES, INC.	Aug 16, 2005	Jun 7, 2004	-435	Firm change after gap	Other
WALNUT STREET SECURITIES, INC.	STRATEGIC INVESTMENT ADVISORS, LLC	Aug 16, 2005	Sep 8, 2005	23	Firm change	Other

Relationships

Registered with (5)

→ VENTURE VISIONARY PARTNERS LLCRegistered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ STRATEGIC INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 8, 2005 to Oct 25, 2019factForm ADV
→ SAVAGE AND ASSOCIATES, INC.Registered adviserregistration: previous registration
Jun 7, 2004 to Aug 18, 2005factForm ADV
→ WALNUT STREET ADVISERS INCRegistered adviserregistration: previous registration
Jun 12, 2001 to Aug 16, 2005factForm ADV
→ WALNUT STREET SECURITIES, INC.Registered adviserregistration: previous registration
Jul 7, 2004 to Aug 16, 2005factForm ADV

Dated events

No dated event names this entity yet.