Best Investors Account Sign in
Inactive

Todd Mathew Schlappi

Global Retirement Partners LLC

Lehi, UT

San Rafael, CA

Claim This Profile
Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-10
AZ RA APPROVED 2022-11-09
NV RA APPROVED 2022-06-16
UT RA APPROVED 2022-06-09
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • AZ RA
    APPROVED
    Since 2022-11-09
  • NV RA
    APPROVED
    Since 2022-06-16
  • UT RA
    APPROVED
    Since 2022-06-09

Branch Locations

3400 Ashton Blvd., Lehi, UT 84048 • 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
Wealthplan Advisors Scottsdale AZ 04/2009 Present
Insurance-Non Variable Lehi UT 06/2011 09/2018
Purshe Kaplan Sterling Investments Albany NY 12/2011 09/2018
Hub International Chicago IL 06/2022 Present
Global Retirement Partners, Llc San Rafael CA 06/2022 Present
  • 04/2009 → Present
    Wealthplan Advisors
    Scottsdale, AZ
  • 06/2011 → 09/2018
    Insurance-Non Variable
    Lehi, UT
  • 12/2011 → 09/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 06/2022 → Present
    Hub International
    Chicago, IL
  • 06/2022 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-18
S63 Uniform Securities Agent State Law Examination 2003-10-03
  • S66 Uniform Combined State Law Examination
    2005-08-18
  • S63 Uniform Securities Agent State Law Examination
    2003-10-03

View on SEC IAPD

Other Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KOHLER CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

More in Lehi, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor