Joseph William Nierman

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

• 01/2008 → 08/2018
  Mml Investors Services Inc
  Indianapolis, IN
• 10/2007 → 08/2018
  Massmutual Life Insurance Company
  Indianapolis, IN
• 08/2018 → Present
  Lpl Financial Llc
  Indianapolis, IN
• 09/2018 → Present
  Global Retirement Partners, Llc
  Indianapolis, IN

Previous Registrations

• 2010-09-08 → 2018-09-06
  Mml Investors Services, Llc
  Indianapolis, IN

Other Businesses

1)09/04/2018 - Non-Variable Insurance - JOSEPH NIERMAN - 1% - INVESTMENT RELATED - INDIANAPOLIS, IN 46240 2)09/04/2018 - DBA for LPL Business (entity for LPL business) - CSI ADVISORY SERVICES - 100% - INVESTMENT RELATED - INDIANAPOLIS, IN 46240. 3) 3. 9/12/2018 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/04/2018 - 140 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 08/2018. I expect to spend approximately 140 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. 4) 9/12/2018 - CSI Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/04/2018 - 140 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-03
• S63 Uniform Securities Agent State Law Examination
  2008-02-07

Other Names

• Joseph Nierman
• Joe Nierman