Chad James Larsen

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial Llc
  Denver, CO
• 04/2015 → Present
  Global Retirement Partners, Llc
  Denver, CO
• 08/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Previous Registrations

• 2010-11-24 → 2015-05-01
  Independent Financial Partners
  Denver, CO
• 2008-02-29 → 2010-12-01
  Nrp Advisors, Inc.
  Denver, CO
• 2007-08-27 → 2008-10-16
  Nrp Financial, Inc.
  Bryan, OH
  Denver, CO
• 2006-01-18 → 2008-01-09
  Moreton Asset Management, Llc
  Denver, CO
  Farmington, UT
• 1999-01-01 → 2007-09-12
  Cetera Advisors Llc
  Denver, CO

Other Businesses

1. 11/30/2010: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 4% TIME SPENT - INS TYPES: Life, Disability, Group Health Insurance. 2. 12/23/2014: MRP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 8/17/2016: Inter Mountain Retirement Partners - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start 07/01/2005 - 180 Hours Per Month/8 Hours During Securities Trading. 4. 9/12/2019 - HUB International - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is buying my practice and will be 100% owners. My role will remain the same but I will now be an employee of HUB. 5. 9/13/2019 - MRP, A Division of HUB International - DBA: MRP, A Division of HUB International Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB International is purchasing my practice and will now be 100% owner of MRP. 6. 9/26/2019 - Global Retirement Partners, LLC - DBA: MRP, a division of HUB International Investment Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 11/12/2019 - HUB International Investment Services, Inc. - Investment Related - At Reported Business Location(s) - Other-Accommodation Broker Dealer - Start Date: 10/31/2019 - 0 Hours Per Month/0 Hours During Securities Trading - Only registered with this entity to receive payments from compensation paid to this entity from LPL. 8. 7/27/2020 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 5/1/15 - 4 Hours Per Month/0 Hours During Securities Trading - Time Spent 2% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2015. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 168 Hours Per Month/160 Hours During Securities Trading. 10. 5/6/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting. 11. 12/31/2024- Chad J. Larsen- Real Estate Rental- Not INV Related- Home based- Start date 01/15/2024- 2 Hours Per Month 12. 12/05/2025 - Alta Trust Company - For-Profit Board Member - Not Investment Related - Lone Tree, CO - Start Date 01/01/2026 - 5 hours per month/ 00 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-16

Designations

• Chartered Financial Consultant

Other Names

• Chad James Larsen