Michael
Thomas
Global Retirement Partners LLC
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About this Advisor
Michael Thomas is a financial advisor who works out of Cornelius, North Carolina who has 4 years of industry experience. Thomas is currently employed by Global Retirement Partners LLC. Throughout their career, they have worked at Principal Life Insurance Company, Princor Financial Services Corporation, Universitas Financial Services, Principal Securities Inc, Preferred Care Management and Global Retirement Partners LLC. Thomas has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in North Carolina. Global Retirement Partners LLC is a registered investment company based out of San Rafael, CA. The company has offices in 193 locations and a total of 453 employees. It handles $120 billion in assets under management across its 25,479 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 40 charities and foundations. Of its 25,479 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. 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. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Global Retirement Partners LLC most likely are comprised 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
Michael Thomas Work History
Michael has been registered as a financial advisor for 4 years.*
Global Retirement Partners LLC
Preferred Care Management
Principal Securities Inc
Universitas Financial Services
Principal Life Insurance Company
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 Michael Thomas 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
San Rafael, CA
San Rafael, CA
San Rafael, CA
Cleveland, OH
Houston, TX
San Rafael, CA
Sandy, UT
Prior Lake, MN
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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