Robert William Retzloff
Investment adviser representative at Venture Visionary Partners LLC
10 yearsExperience
2 statesRegistered in
$5.2BFirm assets
7 yearsFirm in business
Are you Robert William Retzloff? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mg Advisors, Inc.Sep 2026 to now
- Venture Visionary Partners LLCJun 2019 to now
- Purshe Kaplan Sterling InvestmentsJun 2019 to now
- UBS Financial Services IncAug 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Venture Visionary Partners LLC
$5.2BAssets managed
2,810Clients
31Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2424908
- Firm CRD
- 304237