David
Bartlett

Global Retirement Partners LLC

CRD#7352594
Investment Advisor
in Denver, CO

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About this Advisor

David Bartlett is a financial advisor working out of Denver, Colorado with 1 year of relevant experience. Bartlett is an advisor for Global Retirement Partners LLC. The advisor has gained experience at Global Retirement Partners, LLC, Achieve Retirement, Hudi, Verizon Wireless, The Lodge At Wilderness Ridge, Mass Mutual and University Of Nebraska. Bartlett holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Colorado. Global Retirement Partners LLC is a financial advisory firm based out of San Rafael, CA. It has offices in 193 locations and a total of 453 employees. It has $120 billion in assets under management among its 25,479 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 40 charities and foundations. Of its 25,479 customer accounts, 17% belong to high-net-worth investors who have greater than $1 million in investable assets. The company provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of services provided. However, fees billed by Global Retirement Partners LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8055 E. Tufts Ave., Suite 1000
Denver, CO 80237

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

CO Average: $7,578,581,321
Total Number of Employees

453

CO Average: 43
Total Number of Accounts

25,479

CO Average: 3,727
Average Account Size

$4,702,494

CO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Bartlett Work History

David has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Global Retirement Partners, LLC

2021 - Present (3 years)

Achieve Retirement

2019 - 2021 (2 years)

Hudi

2018 - 2019 (1 year)

Verizon Wireless

2014 - 2018 (4 years)

The Lodge At Wilderness Ridge

2014 - 2014 (< 1 year)

Mass Mutual

2010 - 2014 (4 years)

University Of Nebraska

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Bartlett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Retirement Partners LLC

Amy Gomez
Fort Washington, PA
Anthony Zantua
Prior Lake, MN
Douglas Macdonald
San Rafael, CA
Pamela Brooks
Cleveland, OH
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Kevin Bove
Pittsburgh, PA
Ryan Finnell
San Rafael, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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