James
Norland

Global Retirement Partners LLC

CRD#6273830
Investment Advisor
in Urbandale, IA

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About this Advisor

James Norland is a financial advisor working out of Urbandale, Iowa with a total of 4 years of relevant experience. Norland is on the advisory team at Global Retirement Partners LLC. Norland has gained experience at Principal Life Ins Co, Princor Financial Services Corp, Norland Inc, Chelsea Financial Services, Kestra Financial Services, Inc and Global Retirement Partners, LLC. Norland has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Illinois, Iowa, Texas and Wisconsin. Global Retirement Partners LLC is a registered investment company operating out of San Rafael, CA. The firm has offices in 193 locations and a total of 453 employees. It administers $120 billion in assets between its 25,479 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 40 charities and foundations. Of its 25,479 customer accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Global Retirement Partners LLC provides 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. Financial advisory fee schedules depend on which services are provided. Fee types charged by Global Retirement Partners LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

2900 100Th Street, Suite 106
Urbandale, IA 50322

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

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

453

IA Average: 43
Total Number of Accounts

25,479

IA Average: 3,727
Average Account Size

$4,702,494

IA 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

James Norland Work History

James has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Global Retirement Partners, LLC

2018 - 2018 (< 1 year)

Chelsea Financial Services

2018 - 2019 (1 year)

Kestra Financial Services, Inc

2013 - 2016 (3 years)

Principal Life Ins Co

2013 - 2017 (4 years)

Princor Financial Services Corp

2008 - 2013 (5 years)

Norland Inc

*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 James Norland 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

Sonya Spagnola
Scottsdale, AZ
Edward Wertz
San Rafael, CA
Deborah Hebb
San Rafael, CA
Gary Carpenter
San Rafael, CA
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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