GLOBAL RETIREMENT PARTNERS LLC ACTIVE IA

Key facts

FINRA firm ID

172011

Firm name

GLOBAL RETIREMENT PARTNERS LLC

Other names / DBAs

401(K) PLAN PROFESSIONALS; PPS RETIREMENT ADVISORS; PLANNED STRATEGIES, INC.; PLAN SPONSOR GROUP; OWEN WEALTH MANAGEMENT; OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT; OSWALD WEALTH MANAGEMENT; OSWALD FINANCIAL, INC.; OSWALD FINANCIAL WEALTH MANAGEMENT; ONTRACK401K; ONEDIGITAL RETIREMENT SERVICES; ONE DIGITAL RETIREMENT PARTNERS; NORTHSTAR RETIREMENT ADVISORS; NORTHEAST INVESTMENT SERVICES; MY 360 WEALTH MANAGEMENT GROUP; MW BRIDGE FINANCIAL; MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC.; MRP; MORRICAL FINANCIAL SERVICES; MOREHEAD PLAN INVESTMENTS; MADISON PENSION SERVICES; M3 FINANCIAL; LMC FINANCIAL SERVICES; LMC FINANCIAL ADVISORS; LEGACY PLANNING, A HUB INTERNATIONAL COMPANY; LEAVITT RETIREMENT PARTNERS; KOROL FINANCIAL GROUP LLC; KELLY BENEFITS ADVISORY; KELLY ADVISORY; KELLEY INVESTMENT ADVISORY SERVICES; KARAM FINANCIAL GROUP; JW RETIREMENT GROUP; JP MILEY & COMPANY; JOHNSON & DUGAN; JMR WEALTH AND RETIREMENT PLANNING; ISG FINANCIAL ADVISORS; INSIGHT FINANCIAL SOLUTIONS; INSIGHT FINANCIAL PARTNERS, LLC; INSIGHT FINANCIAL ADVISORS, LLC; INDEPENDENT FINANCIAL PARTNERS; INCLINE PENSION CONSULTING; I2I FINANCIAL; HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS; HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS; HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL; HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES; HUB RETIREMENT AND WEALTH MANAGEMENT; HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED; HOLDEN & COMPANY RETIREMENT PARTNERS; HILB GROUP RETIREMENT SERVICES; HERITAGE WEALTH MANAGEMENT GROUP, LLC; HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT; HERITAGE WEALTH MANAGEMENT GROUP; HEFFERNAN RETIREMENT SERVICES; HEFFERNAN INVESTMENT MANAGEMENT; HEFFERNAN FINANCIAL SERVICES; HEFFERNAN FINANCIAL; HB RETIREMENT; HAYS INVESTMENT ADVISORS; HAYS FINANCIAL GROUP; HARGRAVE FIDUCIARY ADVISORS; GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC.; GRP FINANCIAL CALIFORNIA, LLC; GRP FINANCIAL; GRP; GPS INVESTMENT ADVISORS; GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT; GOLDBERG, CLOUSE & EDGELL; GLOBAL RETIREMENT PARTNERS LLC; GBS RETIRE; GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS; FRS CAPITAL MANAGEMENT; FRS ADVISORS; FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT; FOCUSED FINANCIAL STRATEGIES; FITLIFE RETIREMENT; FINANCIAL PARTNERS ADVISORY GROUP; FINANCIAL PARTNERS; FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL; FAIM NORCAL; EXUDE FRS; EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED; EDD HOLDER AND ASSOCIATES; EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC; DWC WEALTH ADVISORS; DUVAL RETIREMENT ADVISORS; DOUGLAS R. PEETE & ASSOCIATES; DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO; DIETZ & LYNCH CAPITAL; DIAMOND CAPITAL WEALTH MANAGEMENT GROUP; DFG 401(K) ADVISORS; CSI ADVISORY SERVICES; CREATIVE FINANCIAL STRATEGIES; CONOVER CAPITAL MANAGEMENT; CONNOR & GALLAGHER ONESOURCE; COMPASS RETIREMENT SERVICES; CHAPPELLE CONSULTING GROUP; CDS WEALTH MANAGEMENT; CASWELL ADVISORS; BURKHART INVESTMENT GROUP; BRYSON WEALTH MANAGEMENT; BLS WEALTH MANAGEMENT; BLACK BOX PENSION ADVOCATES LLC; BJORK ASSET MANAGEMENT; BHS FINANCIAL SERVICES; BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT; BEH COMPANY, LLC; BCG RETIREMENT CONSULTANTS; BCG 401(K) ADVISORS; BAYSTATE FIDUCIARY ADVISORS; ASSURED PARTNERS FINANCIAL ADVISORS; ARDEA FIDUCIARY ADVISORS; ANDERSON FINANCIAL; ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT; ALPHA PENSION GROUP; ALCALA WEALTH MANAGEMENT; AFS 401(K) RETIREMENT SERVICES; AEGIS RETIREMENT GROUP; ADVIZRS; ACHIEVE RETIREMENT; A + T WEALTH MANAGEMENT...

IA scope

ACTIVE

SEC IA file

801-80074

Branches

473

Disclosure events

No

HQ

SAN RAFAEL, CA, 94903, United States

Run KYC screen

Check GLOBAL RETIREMENT PARTNERS LLC across OFAC + UFLPA + CSL + SAM + OIG + DOJ + CFTC + CFPB + courts + Fed + NHTSA + CISA + FINRA ↗