Joseph Donald Capouch

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

• 10/2021 → 07/2022
  New York Life Insurance Company
  Madison, WI
• 01/2022 → 08/2022
  Edgewater Hotel
  Madison, WI
• 01/2016 → 07/2021
  Capouch Livestock
  Blair, WI
• 08/2020 → 10/2020
  Capouch Livestock
  Blair, WI
• 02/2022 → 07/2022
  Nylife Securities Llc
  Madison, WI
• 06/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 08/2022 → Present
  M3 Insurance Solutions/M3 Financial
  Madison, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-07
• S63 Uniform Securities Agent State Law Examination
  2022-06-16