Curtis
Knorr
Global Retirement Partners LLC
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About this Advisor
Curtis Knorr is a chartered financial analyst who works in Charlotte, North Carolina who has 1 year of relevant experience. Knorr currently works for Global Retirement Partners LLC. Their career trajectory has included roles at Global Retirement Partners, LLC, Ronald Blue & Co., LLC and Rpa Financial, LLC. Knorr has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in North Carolina. Global Retirement Partners LLC is a financial advisory company operating out of San Rafael, CA. The company has offices in 193 locations and a total of 453 financial advisors. It handles $120 billion in assets between its 25,479 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 40 charities and foundations. Of its 25,479 accounts, 17% belong to high-net-worth investors who have more than $1 million in assets. The business performs a number of services, including 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 are based on which services are offered. However, fee types charged by Global Retirement Partners LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
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
Curtis Knorr Work History
Curtis has been registered as a financial advisor for 1 years.*
Global Retirement Partners, LLC
Rpa Financial, LLC
Ronald Blue & Co., LLC
*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 Curtis Knorr 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
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Houston, TX
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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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