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Camryn Danielle Holt

Global Retirement Partners LLC

San Rafael, CA

Scottsdale, AZ

CRD 4583930

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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:

Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-02-23
AZ RA APPROVED 2022-08-18
  • NC RA
    APPROVED
    Since 2023-02-23
  • AZ RA
    APPROVED
    Since 2022-08-18

Branch Locations

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

8777 N. Gainey Center Drive, Suite 201, Scottsdale, AZ 85258 • 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
Wealthplan Advisors Scottsdale AZ 12/2015 Present
Hub International, Inc. Chicago IL 07/2022 Present
Global Retirement Partners, Llc San Rafael CA 08/2022 Present
  • 12/2015 → Present
    Wealthplan Advisors
    Scottsdale, AZ
  • 07/2022 → Present
    Hub International, Inc.
    Chicago, IL
  • 08/2022 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
Previous Registrations
  • 2015-12-09 → 2023-02-02
    Wealthplan Advisors, Llc
    Scottsdale, AZ
  • 2005-11-14 → 2015-12-17
    Principal Securities, Inc.
    Phoenix, AZ
    Des Moines, IA
    Brentwood, TN
    Phoenix, AZ
    Brentwood, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-10
S63 Uniform Securities Agent State Law Examination 2002-12-17
  • S66 Uniform Combined State Law Examination
    2005-11-10
  • S63 Uniform Securities Agent State Law Examination
    2002-12-17
Other Names
  • Camryn Danielle Clanton

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC

Nearby Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA

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