Grant Richard Argall

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

• 09/2015 → 01/2018
  John Hancock
  Appleton, WI
• 10/2015 → 01/2018
  John Hancock Distributors Llc
  Boston, MA
• 02/2018 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2007-10-03 → 2015-10-05
  Principal Securities, Inc.
  Neenah, WI
  Appleton, WI
  Des Moines, IA
  Appleton, WI
  Appleton, WI
  Wauwatosa, WI
  Appleton, WI
  Appleton, WI
  Appleton, WI

Other Businesses

Kimberly Area Lacrosse Association, Inc.: Treasurer. Start Date: 10/5/2018. Location: 133 Mary Street, Combined Locks, WI 54113. Five hours per month are spent on this activity, zero taking place during market hours. This activity is not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-16
• S63 Uniform Securities Agent State Law Examination
  2007-10-02

Other Names

• Grant R Argall