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Robert William Retzloff

VENTURE VISIONARY PARTNERS LLC·SYLVANIA, Ohio
SIE, Series 7, Series 63, Series 65Clean record26 years registeredVENTURE 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

VENTURE VISIONARY PARTNERS LLC
Jun 2019 – present
UBS FINANCIAL SERVICES INC.
Aug 2016 – Jul 2019
SYLVANIA, OH
MORGAN STANLEY
Jun 2009 – Aug 2016
TOLEDO, OH
CITIGROUP GLOBAL MARKETS INC.
Dec 1999 – Jun 2009
TOLEDO, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · December 7, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VENTURE VISIONARY PARTNERS LLC
CRD 304237 · SEC 801-116835
AUM
$3.9B
Regulatory assets under management
Employees
37
5,412 client accounts
Services offered by VENTURE VISIONARY PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VENTURE VISIONARY PARTNERS LLC →
Introduction

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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.
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Other Advisors at VENTURE VISIONARY PARTNERS LLC

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

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Research
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