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167 S. Main Street, Thiensville, WI 53092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick Retzer Cpa | Venice | FL | 01/2001 | Present |
| Polar Investmnet Counsel, Inc. | Brookfield | WI | 10/2002 | 12/2024 |
| Polar Investment Counsel Inc | Venice | FL | 10/2024 | 07/2025 |
| United Planners Financial Services | Scottsdale | AZ | 07/2025 | Present |
| Blackhawk Capital Partners, Llc | Venice | FL | 07/2025 | Present |
| Blackhawk Capital Partners, Llc | Venice | FL | 08/2025 | Present |
1.) PATRICK RETZER CPA - SOLE PROPRIETOR - TAX, ACCOUNTING & RESEARCH - VENICE, FL - SINCE 01/2001 - NOT INVESTMENT RELATED 2.) RCL INVESTMENTS III - MEMBER OF THE LLC - OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY - MILWAUKEE, WI - SINCE 01/2010 - INVESTMENT RELATED 3.) RCL INVESTMENTS IV - MEMBER OF THE LLC - OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY - MILWAUKEE, WI - SINCE 01/2010 - INVESTMENT RELATED 4.) RCL INVESTMENTS I - MEMBER OF THE LLC - OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY - MILWAUKEE, WI - SINCE 01/2010 - INVESTMENT RELATED 5.) BLACKHAWK CAPITAL PARTNERS, LLC - SR VICE PRESIDENT-WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - VENICE, FL - SINCE 08/2025 - INVESTMENT RELATED 6.) BLACKHAWK CAPITAL PARTNERS, LLC - SR VICE PRESIDENT-WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - VENICE, FL - SINCE 08/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-01 |
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