Global Retirement Partners LLC

Firm record

As recorded in SEC IAPD

Firm CRD

172011

SEC number

801-80074

Firm type

RIA

Assets under management

$169.6B as of Jun 29, 2026

Website

www.grpfinancial.com ↗

Phone

415-526-2753

Address

4340 Redwood Highway, San Rafael, CA, 94903

Advisors at this firm

356 in our index · page 4 of 8

• Christopher Peter Michael HerselCRD 5342068 · Foxboro, MA
  IA RegisteredBroker
• Blake Allen HiettCRD 6504418 · Fort Worth, TX
  IA RegisteredBroker
• William Francis HigginsCRD 4548399 · Hingham, MA
  IA Registered
• Stace Alan HilbrantCRD 1063831 · Wilmette, IL
  IA RegisteredBroker
• David Lawrence HojloCRD 1319073 · Needham, MA
  IA RegisteredBroker
• Camryn Danielle HoltCRD 4583930 · Scottsdale, AZ
  IA Registered
• William John HornCRD 3231412 · Barrington, RI
  IA RegisteredBroker
• Daniel P HuckCRD 3264470 · Murfreesboro, TN
  IA RegisteredBroker
• Jeffery Neal HughesCRD 2991028 · West Des Moines, IA
  IA RegisteredBroker
• Tyrel G HenrieCRD 7608041 · South Salt Lake, UT
  IA RegisteredRegistration inactive
• Maryam Alyce HoustonCRD 4549902 · Frisco, TX
  IA RegisteredRegistration inactive
• Zachory Smith HuishCRD 4606533 · Sandy, UT
  IA RegisteredBroker
• Carol Lynn IannessaCRD 2130476 · Moon Township, PA
  IA RegisteredBroker
• Patrick IlcinCRD 6815821 · Cleveland, OH
  IA Registered
• Richard Vincent IncorvatiCRD 6642069 · Blue Bell, PA
  IA RegisteredBroker
• Jason Stephen JeskeyCRD 5927634 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Douglas Wade JohnsonCRD 5488513 · Wilmington, MA
  IA RegisteredBroker
• Michael Reese JohnsonCRD 4342673 · Redwood City, CA
  IA Registered
• Patrick Thomas JordanCRD 2596005 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Jennifer Marie JorgensonCRD 3241565 · Wayzata, MN
  IA RegisteredBroker
• Catherine Marie JaegerCRD 4498589 · Chicago, IL
  IA RegisteredBroker
• Terra Ann JahnsCRD 2387514 · Northbrook, IL
  IA RegisteredBroker
• Jeffrey A JennessCRD 7681388 · Brownsburg, IN
  IA Registered
• James Eric KeenehanCRD 5010552 · Bethesda, MD
  IA RegisteredRegistration inactive
• Fredrick Nicholas KelleyCRD 1651636 · Omaha, NE
  IA RegisteredBroker
• John R KellyCRD 7032944 · Sparks, MD
  IA RegisteredBroker
• Sean C KellyCRD 5474814 · Santa Ana, CA
  IA RegisteredBroker
• Charles Howard KennedyCRD 2648104 · Pittsburgh, PA
  IA Registered
• Christopher Charles KnocheCRD 732045 · Alexandria, VA
  IA RegisteredBroker
• Curtis Lee KnorrCRD 2308655 · Charlotte, NC
  IA Registered
• Joshua M KopecCRD 5769097 · Lisle, IL
  IA RegisteredBroker
• Katie Lynn KossCRD 6892327 · Mclean, VA
  IA RegisteredBroker
• Robert Joseph Basil KotlerCRD 4351502 · Baltimore, MD
  IA RegisteredRegistration inactive
• Nicholas Andrew KraljCRD 4465362 · Camas, WA
  IA RegisteredBroker
• Christa Jo KreinestCRD 4146164 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Matthew Ryan KulpCRD 4561990 · Allentown, PA
  IA RegisteredBroker
• Gerald Irwin KalishCRD 2737447 · Chicago, IL
  IA Registered
• Nathan KleppeCRD 7752857 · Grand Junction, CO
  IA RegisteredBroker
• David Robert KrimmCRD 1741740 · San Rafael, CA
  IA Registered
• Wesley John KubikCRD 7838463 · Newport Beach, CA
  IA Registered
• Peter Anthony LadasCRD 1005123 · Northbrook, IL
  IA RegisteredBroker
• Ellen Reeva LanderCRD 858318 · Atlanta, GA
  IA RegisteredRegistration inactive
• Chad James LarsenCRD 1763185 · Denver, CO
  IA RegisteredBroker
• Mark Edward LaughtonCRD 5736183 · Sacramento, CA
  IA Registered
• Brian Douglas LibbyCRD 6663787 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Oxana LichinskyCRD 5428738 · Long Beach, CA
  IA RegisteredBroker
• Patrick Winston LillisCRD 2401680 · Leawood, KS
  IA RegisteredRegistration inactive
• Lauren Kimball LoehningCRD 4631274 · Boston, MA
  IA Registered
• Marcos Ramon LopezCRD 1879747 · Wayne, PA
  IA RegisteredRegistration inactive
• Kristen Rebecca LowCRD 7195825 · Cleveland, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.