Kelly
Ausburn
Global Retirement Partners LLC
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About this Advisor
Kelly Ausburn is a financial advisor based in Gig Harbor, Washington, working with Global Retirement Partners LLC. Kelly has previously held positions at U.S. Bancorp Investments, Inc, Capital One Investing, LLC, Capital One Advisors, LLC, Sharebuilder 401K, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Lpl Financial LLC, Global Retirement Partners, LLC, and U.S. Bank. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Kelly is part of Global Retirement Partners LLC, which operates out of Gig Harbor, Washington. 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
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Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
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
Kelly Ausburn Work History
Lpl Financial LLC
Global Retirement Partners, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Sharebuilder 401K
Capital One Investing, LLC
Capital One Advisors, LLC
U.S. Bancorp Investments, Inc
U.S. Bank
Disclosures
Please visit the SEC profile of Kelly Ausburn 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
Scottsdale, AZ
Cleveland, OH
Denver, CO
San Rafael, CA
San Rafael, CA
Cleveland, OH
Mercer Island, WA
Sandy, UT
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