Eric Allen Obergfell

Current Employers

Employment History

• 08/2016 → 08/2019
  Lpl Financial, Llc
  Denver, CO
• 08/2016 → 08/2019
  Global Retirement Partners, Llc
  San Rafael, CA
• 08/2019 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2019-08-20 → 2024-07-05
  Global Retirement Partners Llc
  San Rafael, CA
  Urbandale, IA
• 2016-08-24 → 2019-08-15
  Global Retirement Partners Llc
  Denver, CO
  San Rafael, CA
• 2012-03-26 → 2016-07-21
  Principal Securities, Inc.
  Denver, CO
  Denver, CO
  Des Moines, IA
• 2011-01-12 → 2011-12-31
  J.P. Morgan Institutional Investments Inc.
  Englewood, CO
  Kansas City, MO
  Overland Park, KS
• 2005-06-14 → 2010-12-02
  Principal Securities, Inc.
  Denver, CO
  Denver, CO
  Des Moines, IA
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

(1) 08/25/2016: Global Retirement Partners, LLC - Registered Investment Advisor Hybrid - DBA: (HYBRID) Global Retirement Partners, LLC - Investment Related - 4340 Redwood Hwy, Suite B60, San Rafael, CA 94903 - Start 08/11/2016 - 80 Hr/Mo - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 80 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 TERMED 6/2024

Exams

• S66 Uniform Combined State Law Examination
  2005-06-13

Designations