linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel W Retzlaff

Cross Financial Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel W Retzlaff

Daniel Retzlaff is a financial advisor with over 15 years of experience in the financial services industry. Daniel is currently registered with Cross Financial Advisors, LLC and has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Daniel has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Daniel is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Daniel Retzlaff is currently registered with Cross Financial Advisors. Cross Financial Advisors is an investment advisor headquartered in Beaverton, Oregon, with 12 licensed agents and 14 investment advisor representatives. The firm manages $346,251,122 in regulatory assets under management, primarily for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning and portfolio management services.
Cross Financial Advisors

16100 NW CORNELL ROAD #240

BEAVERTON, OR 97006

$346.25M

Assets Under Management

13

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Retzlaff’s Registration & Firm History

OR

06/29/2017 - Present

Cross Financial Advisors (BEAVERTON OR)

OR

06/01/2009 - 01/03/2014

MORGAN STANLEY (PORTLAND OR)

OR

10/03/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)

Not sure if Daniel W Retzlaff is right for you?

Licenses & Designations

BOTH

Issued 10/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel W Retzlaff.
Not sure if Daniel W Retzlaff is right for you?