Daniel W Retzlaff
Investment adviser representative at Rock Creek Wealth Management
13 yearsExperience
2 statesRegistered in
$101.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Rock Creek Wealth Management, LLCSep 2025 to now
- LPL Financial LLCDec 2013 to now
- Cross Financial Advisors, LLCMay 2017 to Feb 2026
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Rock Creek Wealth Management
Legal name: Rock Creek Wealth Management, LLC
$101.1MAssets managed
241Clients
3Advisers
Under 1 yearIn 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
- 5567976
- Firm CRD
- 336666