Daniel Retzlaff
Daniel Retzlaff is a registered investment advisor at Rock Creek Wealth Management, based in Hillsboro, OR, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
RCWM charges an annual fee based on the value of your portfolio, ranging from 0.25% to 1.50%. The specific rate is agreed upon in writing. Fees are paid quarterly in advance. The value of your accounts includes cash and cash equivalents. RCWM does not charge fees on assets held away. Additional deposits and withdrawals are added or subtracted, based on the prorated number of days until the quarter end, resulting in an adjustment to the advisory fee charged.
Location
1915 NE Stucki Avenue, Ste 308, Hillsboro, OR, 97006
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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 Activities
Daniel operates Retzlaff Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours during securities trading. He also provides investment advisory services through Cross Financial Advisors LLC, spending about half his time on this activity.
Employment History
Current Registrations
Rock Creek Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cross Financial Advisors
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.