Robert Retzloff has been Chief Operating Officer, Chief Compliance Officer of Venture Visionary Partners since June 2019, is a control person of the firm and directly owns under 5% of it. Robert Retzloff holds a Bachelor of Business Administration in Finance from the University of Toledo.
Venture Visionary Partners LLC is a Sylvania, OH firm with $5.24B under management, 2,810 clients and 18 advisers across 5 offices, as of its September 2026 filing.
Robert W. Retzloff is Partner, Chief Operating Officer, and Chief Compliance Officer of Venture Visionary Partners. One of the firm's founding Partners, he chairs its Investment Committee, and his responsibilities range from day-to-day operations to long-term strategic planning. Retzloff spent two combined decades as a Financial Advisor at Morgan Stanley and UBS Financial Services.
Robert Retzloff’s longest registration was 9 years at Citigroup Global Markets Inc. (1999–2009). Before joining Venture Visionary Partners in 2019, Robert Retzloff was registered through UBS Financial Services Inc. and Morgan Stanley.
- – present · 7 yearsSylvania, OH · Adviser representative · Firm CRD 304237
- UBS Financial Services Inc.– · 2 yearsSylvania, OH · Adviser representative · Firm CRD 8174
- Morgan Stanley– · 7 yearsToledo, OH · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 9 yearsToledo, OH · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Robert Retzloff is registered as an investment adviser representative in 2 states. Each was approved in June 2019.
- OhioSince 24 June 2019
- TexasSince 24 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 July 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 1994 |
| Series 7 | General Securities Representative Examination | 23 November 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert William Retzloff
- CRD
- 2424908
- Firm
- Venture Visionary Partners · CRD 304237
- Role
- Chief Operating Officer, Chief Compliance Officer
- Office
- 5520 MONROE STREET, SUITE B, Sylvania, OH 43560
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- venturevp.com
Where does Robert Retzloff work?
Robert Retzloff has been Chief Operating Officer, Chief Compliance Officer of Venture Visionary Partners LLC since June 2019, and is a control person of the firm.
Is Robert Retzloff a financial advisor?
Yes. Robert Retzloff has a current investment-adviser registration in Ohio and Texas, through Venture Visionary Partners since June 2019.
How many years of experience does Robert Retzloff have?
Robert Retzloff has 32 years in the financial industry, since December 1993, across 4 adviser firms.
What exams has Robert Retzloff passed?
Robert Retzloff has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 1993. FINRA credited Robert Retzloff with the SIE, which began in October 2018.
Where did Robert Retzloff work before Venture Visionary Partners?
Before Venture Visionary Partners, Robert Retzloff was registered through Morgan Stanley, June 2009 to August 2016; Citigroup Global Markets Inc., December 1999 to June 2009.
Where is Robert Retzloff based?
Robert Retzloff’s registered office is in Sylvania, OH.
Is Robert Retzloff registered with FINRA?
Yes. Robert Retzloff has a current broker registration, under CRD 2424908.
Source: FINRA BrokerCheck
How can I verify Robert Retzloff’s record?
Search CRD 2424908 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Retzloff’s full registration record.
