Joseph
Conzelman
Global Retirement Partners LLC
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About this Advisor
Joseph Conzelman is a financial advisor based out of San Rafael, California with a total of 2 years of relevant experience. Conzelman currently works for Global Retirement Partners LLC. Conzelman has gained experience at Lpl Financial, LLC, Independent Financial Partners, Peak Financial Group, LLC, Hub International, Hub International Investment Advisory Services Inc, Hub International Investment Services, Inc and Global Retirement Partners, LLC. Conzelman holds Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in Colorado, New Mexico, Texas and Virginia. Global Retirement Partners LLC is a financial advisory firm that has its headquarters in San Rafael, CA. It has offices in 193 locations and a total of 453 advisors. It controls $120 billion in total assets between its 25,479 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 40 charitable organizations. Of its 25,479 client accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets. Global Retirement Partners LLC has 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. A financial advisor's fees typically depend on the type of financial services offered. However, fees billed by Global Retirement Partners LLC most likely consist of some combination 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
Joseph Conzelman Work History
Joseph has been registered as a financial advisor for 2 years.*
Global Retirement Partners, LLC
Hub International
Hub International Investment Advisory Services Inc
Hub International Investment Services, Inc
Lpl Financial, LLC
Peak Financial Group, LLC
Independent Financial Partners
*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 Joseph Conzelman 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
Cleveland, OH
Fort Washington, PA
San Rafael, CA
Boston, MA
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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