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1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
Branch Locations
9015 Town Center Pkwy, Unit 110, Lakewood Ranch, FL 34202 • United States
1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Sarasota | FL | 10/2014 | 04/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2017 | 11/2025 |
| Gulf Coast Financial Planning Llc | Lakewood Ranch | FL | 02/2017 | 04/2025 |
| Barcomb Asset Management | Sarasota | FL | 10/2014 | 04/2017 |
| Global Wealth Management Investment Advisory, Inc | Fort Lauderdale | FL | 04/2025 | Present |
| Global Wealth Retirement Planning, Llc | Fort Lauderdale | FL | 06/2025 | Present |
1) Global Wealth Retirement Planning, LLC; investment-related; 1301 E. Broward Blvd., Ste 200, Ft. Lauderdale, FL 33301; Insurance; Wealth Advisor/Investment Advisor Representative/Insurance Agent; 06/2025 - Present; 160 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-18 |
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