David Bartlett

Current Employers

Employment History

• 11/2021 → 08/2025
  Global Retirement Partners, Llc
  San Rafael, CA
• 03/2021 → 08/2025
  Achieve Retirement
  Denver, CO
• 07/2019 → 02/2021
  Hudi
  Lincoln, NE
• 09/2018 → 07/2019
  Verizon Wireless
  Lincoln, NE
• 11/2014 → 09/2018
  The Lodge At Wilderness Ridge
  Lincoln, NE
• 08/2025 → Present
  Buck Wealth Strategies, Llc
  Honolulu, HI
• 08/2025 → Present
  Madison Avenue Securities
  San Diego, CA
• 08/2025 → Present
  E.A. Buck Insurance Dba E.A. Buck Financial Services
  Honolulu, HI
• 08/2025 → Present
  Buck Financial Services - Achieve Retirement
  Honolulu, HI

Previous Registrations

• 2022-03-29 → 2025-09-10
  Global Retirement Partners Llc
  Denver, CO
  San Rafael, CA

Other Businesses

Buck Financial Services - Achieve Retirement: investment related. Address: 55 Merchant St. Ste 2100 Honolulu HI 96813. Position: Participant Engagement Specialist & Planner. Duties: Consulting and advising employers on the operation of employee retirement and deferred compensation plans. hrs. per week: 40hrs. start date 8/18/2025. MAS: Investment related. Position: Non-Registered Representative. 13500 Evening Creek Dr. N. Ste 555 San Diego CA 92128, Broker Dealer, start date: 8/18/2025. Hrs/month: 10. Start date 08/18/2025 EABINS: investment related. Address 55 Merchant St. Ste 2100 Honolulu HI 96813. Position: insurance agent. Hours/week 40 hrs. Start date: 8/18/2025.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-29

Other Names

• David Barlett