Patrick J. Retzer

BLACKHAWK CAPITAL PARTNERS

VENICE, FL

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CRD#: 1718585

Professional summary

Patrick John Retzer is a registered financial advisor currently at BLACKHAWK CAPITAL PARTNERS, LLC located in Venice, Florida and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Venice, Florida.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

UNITED PLANNERS FINANCIAL SERVICES BROKER DEALER REGISTERED REPRESENTATIVE SINCE 07/2025 INVESTMENT RELATED PATRICK RETZER CPA PORPRIETOR TAX, ACCOUNTING AND RESEARCH SINCE 01/2001 NOT INVESTMENT RELATED RCL INVESTMENT I, III, & IV MEMBER OF LLC OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY SINCE 01/2010

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 7, 2025 - Present

BLACKHAWK CAPITAL PARTNERS, LLC

RIA

CRD#: 158020

VENICE, FL

Current

July 22, 2025 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #2: 167 S Main St, Thiensville, WI 53092Office #3: 21090 N Pima Rd, Scottsdale, AZ 85255

RIA

CRD#: 20804

VENICE, FL

Past

December 12, 2011 - September 26, 2014

POLAR INVESTMENT COUNSEL, INC.

RIA

CRD#: 42847

Venice, FL

Past

October 31, 2002 - August 6, 2025

POLAR INVESTMENT COUNSEL, INC.

CRD#: 42847

Venice, FL

Past

September 6, 2000 - November 5, 2002

WELLINGTON INVESTMENT SERVICES CORP.

CRD#: 23018

BROOKFIELD, WI

Past

March 27, 1992 - September 25, 2000

HEARTLAND ADVISORS, INC.

CRD#: 29433

MILWAUKEE, WI

Past

March 1, 1990 - March 26, 1992

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

September 15, 1988 - March 8, 1990

AMERICAN BEACON PARTNERS, INC.

CRD#: 15791

EAU CLAIRE, WI

Past

October 20, 1987 - September 19, 1988

THE MILWAUKEE COMPANY

CRD#: 823

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".

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 - (3/12/2015 Approved)

Arizona

Registered Investment Advisory firm - (3/12/2015 Terminated)

Michigan

Registered Investment Advisory firm - (7/15/2013 Terminated)

Wisconsin

Registered Investment Advisory firm - (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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(8/19/2025)

Florida
(7/22/2025)

IAR

Florida
(8/7/2025)

Michigan
(7/22/2025)

Minnesota
(8/11/2025)

Tennessee
(7/22/2025)

Wisconsin
(7/22/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/28/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/1/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 7/22/2025

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/4/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 3

Date: 9/29/1994

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/17/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/10/1992

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 1/7/1992

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 28

Date: 12/10/1991

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 4

Date: 12/5/1991

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

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 - (3/12/2015 Approved)

Arizona

Registered Investment Advisory firm - (3/12/2015 Terminated)

Michigan

Registered Investment Advisory firm - (7/15/2013 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/12/2015 Terminated)

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Contact information

Main Address

167 S. Main Street, Thiensville, WI 53092

Mailing Address

Phone number

(262) 242-4487

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (5/7/2025)

Regulatory assets under management

Total Number of Accounts	295
AUM (Assets Under Management)	$ 336,418,039

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Patrick J. Retzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

POLAR INVESTMENT COUNSEL, INC.

POLAR INVESTMENT COUNSEL, INC.

WELLINGTON INVESTMENT SERVICES CORP.

HEARTLAND ADVISORS, INC.

ROBERT THOMAS SECURITIES, INC

AMERICAN BEACON PARTNERS, INC.

THE MILWAUKEE COMPANY

Primary Firm SEC Registration

BLACKHAWK CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2025

Series 63

Date: 9/1/1987

Series 52TO

Date: 7/22/2025

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 11/4/2002

Series 3

Date: 9/29/1994

Series 7

Date: 10/17/1987

Series 24

Date: 2/10/1992

Series 53

Date: 1/7/1992

Series 28

Date: 12/10/1991

Series 4

Date: 12/5/1991

FINRA

Current Firm

BLACKHAWK CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACKHAWK CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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