Dennis
Duval

Global Retirement Partners LLC

CRD#1024573
Investment Advisor
in Battle Creek, MI

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About this Advisor

Dennis Duval is a financial advisor based in Battle Creek, Michigan, working with Global Retirement Partners LLC. Dennis has previously held positions at Lpl Financial, LLC, Global Retirement Partners, LLC, and Mml Investors Services, Inc. Dennis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Indiana, and Michigan. Currently, Dennis is part of Global Retirement Partners LLC, which operates out of Battle Creek, Michigan. 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

Series 63, Series 65

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

15 Capital Ave. Ne Suite 225
Battle Creek, MI 49017

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$140,720,840,748

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

505

MI Average: 43
Total Number of Accounts

28,908

MI Average: 3,727
Average Account Size

$4,867,886

MI 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

Dennis Duval Work History

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Global Retirement Partners, LLC

1988 - 2017 (29 years)

Mml Investors Services, Inc

Disclosures

Please visit the SEC profile of Dennis Duval 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

Tyler Schultz
Wichita, KS
John Kirkpatrick
Pittsburgh, PA
Anthony Barone
Pittsburgh, PA
Jeremy Gerardy
San Rafael, CA
Trey Timmerman
San Rafael, CA
William Millico
San Rafael, CA
Douglas Stalter
Cleveland, OH
Charles Merrick
Frederick, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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