Michael Ryan Madsen

Current Employers

Employment History

• 03/2014 → 11/2019
  Tiaa
  Salt Lake City, UT
• 03/2014 → 11/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Salt Lake City, UT
• 02/2020 → 06/2021
  Principal Life Insurance Co
  Sandy, UT
• 02/2020 → 06/2021
  Principal Securities Inc
  Sandy, UT
• 06/2021 → 09/2023
  Kestra Investment Services, Llc.
  Lehi, UT
• 06/2021 → 09/2023
  Kestra Advisory Services Llc
  Lehi, UT
• 10/2023 → Present
  Global Retirement Partners
  San Rafael, CA
• 10/2023 → Present
  Lpl Financial Llc
  South Salt Lake City, UT

Previous Registrations

• 2021-08-26 → 2023-09-25
  Kestra Advisory Services, Llc
  Lehi, UT
  Austin, TX

Other Businesses

1. 9/29/2023 - Leavitt Retirement Partners - West. - DBA for LPL Business (entity for LPL business) Inv Rel - At Reported Business Location(s) - Start: 10/2023 2. 9/29/2023 - GBS RETIRE - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 3. 9/29/2023 - ELM LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Salt Lake City, UT - Start: 10/2023 - 1 Hr/Mth 4. 10/4/2023: Leavitt Retirement Partners - West.; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/2/2023; 160 hrs/mo.; 8hrs during trading. 5. 10/4/2023: GBS RETIRE; At reported business location(s); Registered Investment Advisor DBA; Inv. related; start date 10/2/2023; 160 hrs/mo.; 8hrs during trading. 6. 10/4/2023: GLOBAL RETIREMENT PARTNERS; At reported business location(s); Registered Investment Advisor Hybrid; Inv. related; start date 10/2/2023; 160 hrs/mo.; 8hrs during trading; I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-25
• S63 Uniform Securities Agent State Law Examination
  2000-12-29

Other Names

• Michael Ryan Madsen
• M. R Madsen
• Ryan Madsen