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Patrick John Retzer

BLACKHAWK CAPITAL PARTNERS
VENICE, FL
·CRD# 1718585·39 years experience

Professional Summary

Patrick John Retzer is a registered financial advisor currently at BLACKHAWK CAPITAL PARTNERS, LLC located in Venice, Florida. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Patrick has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 31, Series 3, Series 7, Series 24, Series 53, Series 28 and Series 4 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

BLACKHAWK CAPITAL PARTNERS, LLC·CRD# 158020
RIA
Venice, FL
August 7, 2025 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·CRD# 20804
BD
Thiensville, WI
July 22, 2025 - December 31, 2025
POLAR INVESTMENT COUNSEL, INC.·CRD# 42847
RIA
Venice, FL
December 12, 2011 - September 26, 2014
POLAR INVESTMENT COUNSEL, INC.·CRD# 42847
BD
Venice, FL
October 31, 2002 - August 6, 2025
WELLINGTON INVESTMENT SERVICES CORP.·CRD# 23018
BD
Brookfield, WI
September 6, 2000 - November 5, 2002
HEARTLAND ADVISORS, INC.·CRD# 29433
BD
Milwaukee, WI
March 27, 1992 - September 25, 2000
ROBERT THOMAS SECURITIES, INC·CRD# 10147
BD
St. Petersburg, FL
March 1, 1990 - March 26, 1992
AMERICAN BEACON PARTNERS, INC.·CRD# 15791
BD
Eau Claire, WI
September 15, 1988 - March 8, 1990
THE MILWAUKEE COMPANY·CRD# 823
BD
October 20, 1987 - September 19, 1988

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Current Firm

BC
BLACKHAWK CAPITAL PARTNERS, LLC

BLACKHAWK ADVISORS, LLC | SILVERHAWK CAPITAL | BLACKHAWK CAPITAL PARTNERS, LLC | BLACKHAWK CAPITAL MANAGEMENT, LLC

CRD#: 158020 / SEC#: 801-81107
RIA
Registered Investment Advisory firm - SEC (3/12/2015 Approved)
Arizona
Registered Investment Advisory firm - Arizona (3/12/2015 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (7/15/2013 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (3/12/2015 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

167 S. Main Street, Thiensville, WI 53092

Phone Number

(262) 242-4487

# of Employees

6

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (9/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

836

AUM (Assets Under Management)

$452,024,625

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) PATRICK RETZER CPA - SOLE PROPRIETOR - TAX, ACCOUNTING & RESEARCH - VENICE, FL - SINCE 01/2001 - NOT INVESTMENT RELATED 2.) RCL INVESTMENTS III - MEMBER OF THE LLC - OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY - MILWAUKEE, WI - SINCE 01/2010 - INVESTMENT RELATED 3.) RCL INVESTMENTS IV - MEMBER OF THE LLC - OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY - MILWAUKEE, WI - SINCE 01/2010 - INVESTMENT RELATED 4.) RCL INVESTMENTS I - MEMBER OF THE LLC - OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY - MILWAUKEE, WI - SINCE 01/2010 - INVESTMENT RELATED 5.) BLACKHAWK CAPITAL PARTNERS, LLC - SR VICE PRESIDENT-WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - VENICE, FL - SINCE 08/2025 - INVESTMENT RELATED 6.) BLACKHAWK CAPITAL PARTNERS, LLC - SR VICE PRESIDENT-WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - VENICE, FL - SINCE 08/2025 - INVESTMENT RELATED

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BLACKHAWK CAPITAL PARTNERS, LLC

BLACKHAWK ADVISORS, LLC | SILVERHAWK CAPITAL | BLACKHAWK CAPITAL PARTNERS, LLC | BLACKHAWK CAPITAL MANAGEMENT, LLC

CRD#: 158020 / SEC#: 801-81107
RIA
Registered Investment Advisory firm - SEC (3/12/2015 Approved)
Arizona
Registered Investment Advisory firm - Arizona (3/12/2015 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (7/15/2013 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (3/12/2015 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(8/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1987About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jul 2025About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Nov 2002About the Series 31 exam

Series 3 — National Commodity Futures Examination

Passed Sep 1994About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Oct 1987About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 1992About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed Jan 1992About the Series 53 exam

Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination

Passed Dec 1991About the Series 28 exam

Series 4 — Registered Options Principal Examination

Passed Dec 1991About the Series 4 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Patrick John Retzer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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