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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-02-16
IA RA APPROVED 2018-04-17
  • IL RA
    APPROVED
    Since 2023-02-16
  • IA RA
    APPROVED
    Since 2018-04-17

Branch Locations

3636 Weston Pkwy, Ste 205, West Des Moines, IA 50266 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company West Des Moines IA 06/2001 03/2018
Princor Financial Services Corporation West Des Moines IA 06/2001 03/2018
Lpl Financial, Llc West Des Moines IA 04/2018 Present
Global Retirement Partners, Llc West Des Moines IA 04/2018 Present
  • 06/2001 → 03/2018
    Principal Life Insurance Company
    West Des Moines, IA
  • 06/2001 → 03/2018
    Princor Financial Services Corporation
    West Des Moines, IA
  • 04/2018 → Present
    Lpl Financial, Llc
    West Des Moines, IA
  • 04/2018 → Present
    West Des Moines, IA
Previous Registrations
Other Businesses

1. 4/25/2018 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 4/16/2018 - 140 Hours Per Month/7 Hours During Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 4/2018. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firms 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. 2. 4/25/2018 - LMC Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 4/16/2018 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 80%. 3. 1/2/2019 - LMC Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2019 - 120 Hours Per Month During Securities Trading. 4. 2/5/2019 - LMC Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/01/2019 - 120 Hours Per Month/120 Hours During Securities Trading. 5. 5/25/2021 - AssuredPartners Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/01/2021 - 163 Hours Per Month/11 Hours During Securities Trading. 6. 6/9/2021 - AssuredPartners Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 07/01/2021 - 163 Hours Per Month/11 Hours During Securities Trading. 7) 06/11/2025 - Focused Financial Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:06/10/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 8) 06/12/2025 - Focused Financial Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/10/2025 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-22
  • S66 Uniform Combined State Law Examination
    2014-04-22
Other Names
  • Sarah Lynn Lindaman
  • Sarah Lynn Lindaman

View on SEC IAPD

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