Eric
Obergfell

Global Retirement Partners LLC

CRD#4956846
Investment Advisor
in Denver, CO
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About this Advisor

Eric Obergfell is a certified financial planner operating out of Denver, Colorado, with 13 years of professional experience. Obergfell currently works for Global Retirement Partners LLC. During their career, Obergfell has held roles at Princor Financial Services Corp, J.P. Morgan Institutional Investments Inc, J.P. Morgan Retirement Plan Services LLC, Principal Financial, Prinicial Financial, Princor, Global Retirement Partners, LLC and Lpl Financial, LLC. Obergfell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Global Retirement Partners LLC is a registered investment firm based out of Denver, Colorado. The firm has offices in 84 locations and a total of 197 financial advisors. It administers $33 billion in assets under management between its 5,219 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to two charitable organizations. Of its 5,219 client accounts, just 14% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a few services, such as portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely depend on which service is offered. However, fees charged by Global Retirement Partners LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

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

Disclosures

No

Office Location

4600 S. Ulster St, #550
Denver, CO 80237

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$40,110,414,815

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

241

CO Average: 43
Total Number of Accounts

8,974

CO Average: 3,727
Average Account Size

$4,469,625

CO Average: $2,033,427

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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

Eric Obergfell Work History

Eric has 13 years of experience.

2016 - Present (3 years)

Global Retirement Partners, LLC

2016 - Present (3 years)

Lpl Financial, LLC

2012 - 2016 (4 years)

Prinicial Financial

2012 - 2016 (4 years)

Princor

2010 - 2012 (2 years)

J.P. Morgan Institutional Investments Inc

2010 - 2012 (2 years)

J.P. Morgan Retirement Plan Services LLC

2007 - 2010 (3 years)

Principal Financial

2005 - 2010 (5 years)

Princor Financial Services Corp

Disclosures

Eric Obergfell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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