Matthew
Rauen
Global Retirement Partners LLC
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About this Advisor
Matthew Rauen is a financial advisor based in Grand Junction, Colorado, working with Global Retirement Partners LLC. Matthew has previously held positions at New York Life Insurance Co, Nylife Securities LLC, Eagle Strategies, LLC, High Point Financial Group, LLC, Lpl Financial, LLC, and Global Retirement Partners, LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Utah. Currently, Matthew is part of Global Retirement Partners LLC, which operates out of Grand Junction, Colorado. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
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
Matthew Rauen Work History
Lpl Financial, LLC
Global Retirement Partners, LLC
High Point Financial Group, LLC
Eagle Strategies, LLC
Nylife Securities LLC
New York Life Insurance Co
Disclosures
Please visit the SEC profile of Matthew Rauen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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