Robert
Retzloff
Venture Visionary Partners LLC
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About this Advisor
Robert Retzloff is a financial advisor operating out of Sylvania, Ohio with 4 years of industry experience. Retzloff works at Venture Visionary Partners LLC. Their career trajectory has included roles at Morgan Stanley, Morgan Stanley Private Bank, National Association, Purshe Kaplan Sterling Investments, Venture Visionary Partners LLC and Ubs Financial Services Inc. Retzloff holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio and Texas. Venture Visionary Partners LLC is a registered investment company that has its headquarters in Sylvania, OH. The company has a total of 35 employees. It oversees $3 billion in assets among its 4,844 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 4,844 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in investable assets. Venture Visionary Partners LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which service is offered. Fee types charged by Venture Visionary Partners LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Venture Visionary Partners LLC Brokerage Details
$3,156,585,391
35
4,844
$651,649
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Retzloff Work History
Robert has been registered as a financial advisor for 4 years.*
Purshe Kaplan Sterling Investments
Venture Visionary Partners LLC
Ubs Financial Services Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Retzloff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Venture Visionary Partners LLC
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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