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Christa Jo Kreinest

Global Retirement Partners LLC

Cincinnati, OH

San Rafael, CA

CRD 4146164

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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
OH RA APPROVED 2026-05-05
  • OH RA
    APPROVED
    Since 2026-05-05

Branch Locations

5905 E. Galbraith Rd, Suite 9000, Cincinnati, OH 45236 • 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
Hauser Retirement Solutions, Llc Cincinnati OH 07/2014 05/2026
Global Retirement Partners, Llc San Rafael CA 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-08
  • S66 Uniform Combined State Law Examination
    2000-06-08
Other Names
  • Christa Jo Chowning
  • Christa Jo Albers
  • Christa Jo Herold
  • Christa J Moriarity
  • Christa J Kreinest

View on SEC IAPD

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