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RR

Robert W. Retzloff

VENTURE VISIONARY PARTNERS LLC
Sylvania, OH 43560
Some features on this profile are disabled
CRD#: 2424908
RR

Professional summary

Robert William Retzloff is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Sylvania, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Sylvania, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

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.
1) Venture Visionary Partners, LLC. Investment related. 5520 Monroe Street, Sylvania, OH 43560. RIA, COO. Start Date 6/2019. 160hrs/mo, 130hrs during trading hours. Client service, operations process/procedures relating to business. 2) Independent Insurance Licensed Agent; non investment related; Sylvania OH 3) Venture Risk Consulting, LLC. Investment Related. 5520 Monroe Street Suite B, Sylvania, OH 43560. Insurance Company. Compliance Officer. 06/2023. Hrs/month 1-2 all during trading hours. Compliance and Administrative.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Retzloff'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

June 24, 2019 - Present

VENTURE VISIONARY PARTNERS LLC

Office #1: 5520 Monroe Street Suite B, Sylvania, OH 43560
RIA
CRD#: 304237
Sylvania, OH
Current

June 25, 2019 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 5520 Monroe Street Suite B, Sylvania, OH 43560
BD
CRD#: 35747
Sylvania, OH
Past

August 18, 2016 - July 3, 2019

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SYLVANIA, OH
Past

August 18, 2016 - July 3, 2019

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SYLVANIA, OH
Past

June 1, 2009 - August 25, 2016

MORGAN STANLEY

RIA
CRD#: 149777
TOLEDO, OH
Past

June 1, 2009 - August 25, 2016

MORGAN STANLEY

BD
CRD#: 149777
TOLEDO, OH
Past

December 7, 1999 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
TOLEDO, OH
Past

December 9, 1993 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
TOLEDO, OH

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".
VV
VENTURE VISIONARY PARTNERS LLC
FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)

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.
RR
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

RR
Florida
(6/25/2019)
RR
Illinois
(7/30/2024)
RR
Indiana
(1/21/2021)
RR
Michigan
(6/25/2019)
IAR
Ohio
(6/24/2019)
RR
Ohio
(6/25/2019)
IAR
Texas
(6/24/2019)
RR
Utah
(6/25/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/8/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/23/1993
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VV
VENTURE VISIONARY PARTNERS LLC
FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)
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Contact information

Main Address
5520 Monroe Street Suite B, Sylvania, OH 43560
Mailing Address
Phone number
(419) 464-7401
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VENTURE VISIONARY PARTNERS LLC DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts6,322
AUM (Assets Under Management)$ 4,363,359,457

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.

Company Information

VENTURE VISIONARY PARTNERS LLC

CRD#: 304237Sylvania, OH 43560

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Contact information

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