Sarah
Anthofer

Global Retirement Partners LLC

CRD#4420604
Investment Advisor
in Boone, IA

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About this Advisor

Sarah Anthofer is a financial advisor operating out of Boone, Iowa with a total of 5 years of industry experience. Anthofer is an employee of Global Retirement Partners LLC. During their career, Anthofer has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Global Retirement Partners, LLC and Lpl Financial, LLC. Anthofer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Iowa. Global Retirement Partners LLC is a financial advisory firm based out of San Rafael, CA. The investment advisory business has offices in 193 locations and a total of 453 financial advisors. It administers $120 billion in total assets across its 25,479 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 40 charities and foundations. Of its 25,479 accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets. The firm offers a number 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 depend on which services the firm provides the client. Fees charged by Global Retirement Partners LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

4200 University Ave., Suite 200
Boone, IA 50036

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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

Sarah Anthofer Work History

Sarah has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Global Retirement Partners, LLC

2018 - Present (6 years)

Lpl Financial, LLC

2001 - 2018 (17 years)

Principal Life Insurance Company

2001 - 2018 (17 years)

Princor Financial Services Corporation

*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 Sarah Anthofer 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

Thomas Morris
Boston, MA
Jeffery Van Ry
San Rafael, CA
Gary Carpenter
San Rafael, CA
Pamela De Sena
San Rafael, CA
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Bruce Jensen
Sandy, UT
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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