Daniel Retzlaff has been an investment adviser representative at Rock Creek Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners. Daniel Retzlaff holds a BA in Economics from Whitman College. Daniel Retzlaff studied at California Maritime Academy.
Rock Creek Wealth Management, LLC is a Hillsboro, OR firm with $101M under management, 241 clients and 3 advisers in one office, as of its March 2026 filing.
Dan Retzlaff is Financial Advisor at Retzlaff Wealth Management, with advisory services offered through Rock Creek Wealth Management LLC. Retzlaff focuses on creating personalized strategies to help clients seek to maximize retirement income potential. Earlier, Retzlaff worked for a number of years in the shipping industry as a deck officer, in operations, management and as an international consultant, and for 8 years was Director of Investor Relations for a publicly traded company listed on the NYSE.
Daniel Retzlaff’s longest registration is the current one, 12 years at LPL Financial LLC since 2013. Before joining Rock Creek Wealth Management in 2026, Daniel Retzlaff was registered through Cross Financial Advisors and Morgan Stanley.
- Rock Creek Wealth ManagementCurrent– present · under a yearHillsboro, OR · Adviser representative · Firm CRD 336666
- Cross Financial Advisors– · 8 yearsBeaverton, OR · Adviser representative · Firm CRD 287686
- LPL Financial LLCAlso current– present · 12 yearsFairview, OR · Adviser representative and broker · Firm CRD 6413
- Morgan Stanley– · 4 yearsPortland, OR · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · under a yearPortland, OR · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Daniel Retzlaff is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2026; the most recent is Texas, in April 2026.
- OregonSince 18 February 2026
- TexasResidentSince 7 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 17 December 2009 |
| Series 66 | Uniform Combined State Law Examination | 20 October 2008 |
| Series 7 | General Securities Representative Examination | 1 October 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel W Retzlaff
- CRD
- 5567976
- Firm
- Rock Creek Wealth Management · CRD 336666
- Office
- 1915 NE STUCKI AVENUE, STE 308, Hillsboro, OR 97006
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- retzlaffwealth.com
Where does Daniel Retzlaff work?
Daniel Retzlaff is an investment adviser representative registered through Rock Creek Wealth Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Retzlaff a financial advisor?
Yes. Daniel Retzlaff has a current investment-adviser registration in Oregon and Texas, through Rock Creek Wealth Management since February 2026.
How many years of experience does Daniel Retzlaff have?
Daniel Retzlaff has 18 years in the financial industry, since October 2008, across 5 adviser firms.
What exams has Daniel Retzlaff passed?
Daniel Retzlaff has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in October 2008. FINRA credited Daniel Retzlaff with the SIE, which began in October 2018.
Where did Daniel Retzlaff work before Rock Creek Wealth Management?
Before Rock Creek Wealth Management, Daniel Retzlaff was registered through Morgan Stanley, June 2009 to January 2014; Citigroup Global Markets Inc., October 2008 to June 2009.
Where is Daniel Retzlaff based?
Daniel Retzlaff’s registered office is in Hillsboro, OR.
Is Daniel Retzlaff registered with FINRA?
Yes. Daniel Retzlaff has a current broker registration, under CRD 5567976.
Source: FINRA BrokerCheck
How can I verify Daniel Retzlaff’s record?
Search CRD 5567976 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Retzlaff’s full registration record.
