Charles Arthur Munkwitz

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

• 03/2015 → 12/2017
  Coordinated Capital Securities, Inc.
  Madison, WI
• 12/2017 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2015-04-17 → 2017-12-01
  Three Lakes Securities, Llc
  Waukesha, WI
  Madison, WI
  Madison, WI
• 2015-04-17 → 2017-11-30
  Coordinated Capital Securities, Inc.
  Wauwatosa, WI

Other Businesses

NAME OF BUSINESS: CHARLES MUNKWITZ INVESTMENT RELATED: YES ADDRESS: 516 LAUREL LAKE #5, THIENSVILLE, WI 53092 NATURE: REAL ESTATE POSITION: OWNER START DATE: 9/1/17 # HOURS/MONTH: 1 # HOURS/ MONTH DURING TRADING (IF DIFFERENT): 0 DESCRIPTION OF DUTIES: OWNS CONDO USED AS RENTAL PROPERTY NAME OF BUSINESS: M3 FINANCIAL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH NATURE OF BUSINESS: INVESTMENT RELATED ACTIVITIES POSITION/TITLE/RELATIONSHIP: RELATIONSHIP MANAGER START DATE: 3/2015 HOURS/MONTH: 160 HOURS/MONTH DURING TRADING: 160 DUTIES: EMPLOYEE

Exams

• S66 Uniform Combined State Law Examination
  2015-04-16
• S63 Uniform Securities Agent State Law Examination
  2004-05-10

Other Names

• Charles Arthur Munkwitz
• Charles Arthur Munkwitz
• Charles Arthur Munkwitz