Michael
Gheen

Global Retirement Partners LLC

CRD#4951247
Investment Advisor
in Cleveland, OH

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About this Advisor

Michael Gheen is a personal financial specialist operating in Cleveland, Ohio with a total of 8 years of relevant experience. Gheen is an employee of Global Retirement Partners LLC. Throughout their career, they have worked at Cetera Advisors LLC, Huntington Bank, Huntington Investment Co, Global Retirement Partners, LLC and Lpl Financial, LLC. Gheen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois, Massachusetts and Ohio. Global Retirement Partners LLC is a financial advisory company headquartered in San Rafael, CA. The company has offices in 193 locations and a total of 453 employees. It handles $120 billion in total assets between its 25,479 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 40 charities and foundations. Of its 25,479 client accounts, 17% are held by high-net-worth clients who have more than $1 million in assets available to invest. Global Retirement Partners LLC offers a broad array 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 are based on which services the firm provides the client. Fees billed by Global Retirement Partners LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Personal Financial Specialist

Years Registered*

8 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

1100 Superior Ave. East Suite 1500
Cleveland, OH 44114

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

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

453

OH Average: 43
Total Number of Accounts

25,479

OH Average: 3,727
Average Account Size

$4,702,494

OH 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

Michael Gheen Work History

Michael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Global Retirement Partners, LLC

2015 - Present (9 years)

Lpl Financial, LLC

2013 - 2013 (< 1 year)

Cetera Advisors LLC

2013 - 2015 (2 years)

Huntington Bank

2013 - 2015 (2 years)

Huntington Investment Co

*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 Gheen 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

Matthew Greene
San Rafael, CA
Anthony Zantua
Prior Lake, MN
Frederik Arroyave
San Rafael, CA
Amy Gomez
Fort Washington, PA
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Deborah Hebb
San Rafael, CA
Kristina Keck
San Francisco, 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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