Daniel W Retzlaff

Employer firm

Rock Creek Wealth Management CRD 336666

$101M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Lpl Financial Llc
  Beaverton, OR
• 05/2017 → 02/2026
  Cross Financial Advisors, Llc
  Beaverton, OR
• 09/2025 → Present
  Rock Creek Wealth Management, Llc
  Hillsboro, OR

Previous Registrations

• 2017-06-29 → 2026-02-23
  Cross Financial Advisors
  Portland, OR
• 2009-06-01 → 2014-01-03
  Morgan Stanley
  Portland, OR
  Portland, OR
• 2008-10-27 → 2009-06-01
  Citigroup Global Markets Inc.
  Portland, OR

Other Businesses

Name of Other Business: Daniel Retzla??, licensed insurance agent; Investment-related: Yes; Address of Other Business: 1915 NE Stucki Avenue, Suite 308, Hillsboro, OR 97006; Nature of Other Business: Insurance product sales and service; Position: Principal; Title or Relationship with Other Business: Owner; Start Date: 06/2009; Approximate Hours Per Month Devoted to Other Business: 5; Approximate Hours Per Month Devoted to Other Business During Trading Hours: 2; Duties: Sales and services of insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-20