AdvisorOS Directory
Claim Profile
Unclaimed Profile
RR

Robert William Retzloff

VENTURE VISIONARY PARTNERS LLC·SYLVANIA, Ohio
Clean recordVENTURE VISIONARY PARTNERS LLC
5520 MONROE STREET, SYLVANIA, OH 43560CRD# 2424908Firm CRD# 304237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert William Retzloff · SYLVANIA, OH
Registration
CRD #2424908 · VENTURE VISIONARY PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert William Retzloff is a registered financial advisor based in SYLVANIA, Ohio, affiliated with VENTURE VISIONARY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VENTURE VISIONARY PARTNERS LLC
VENTURE VISIONARY PARTNERS LLC
AUM
$3.9B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at VENTURE VISIONARY PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2424908
Firm CRD# 304237
View on FINRA BrokerCheck →

Looking for a financial advisor in SYLVANIA?

Browse all registered financial advisors in SYLVANIA, Ohio or claim this profile if it's yours.

Browse SYLVANIA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert William Retzloff offer?
Robert William Retzloff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYLVANIA, Ohio for a consultation.
What are Robert William Retzloff's credentials?
Robert William Retzloff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert William Retzloff located?
Robert William Retzloff is based in SYLVANIA, Ohio, working with VENTURE VISIONARY PARTNERS LLC. Their office serves clients in the SYLVANIA metropolitan area and surrounding communities.
How does Robert William Retzloff charge for services?
Robert William Retzloff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VENTURE VISIONARY PARTNERS LLC?
VENTURE VISIONARY PARTNERS LLC has approximately 37 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VENTURE VISIONARY PARTNERS LLC

Craig Arnold Warnimont
SYLVANIA, OH
Craig Douglas Findley
SYLVANIA, OH
Melissa Jo Estrich
SYLVANIA, OH
Robert Scott Loeb
SYLVANIA, OH

More Advisors in SYLVANIA, Ohio

Mark Alan Klopfenstein
STRATEGIC INVESTMENT ADVISORS, LLC·SYLVANIA, OH
Scott John Savage
SJS INVESTMENT CONSULTING INC·SYLVANIA, OH
Kevin Thomas Kelly
SJS INVESTMENT CONSULTING INC·SYLVANIA, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile