Robert Retzloff is a registered investment advisor, based in Sylvania, OH, with 32 years of industry experience.
Location
5520 Monroe Street, Suite B, Sylvania, OH, 43560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the COO of Venture Visionary Partners, LLC, dedicating full-time hours to client service and operations. He is also an independent licensed insurance agent and a compliance officer for Venture Risk Consulting, LLC, spending minimal time on compliance and administrative tasks.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Venture Visionary Partners LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations7 states
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