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Kristen Rebecca Low

Global Retirement Partners LLC

Cleveland, OH

San Rafael, CA

CRD 7195825

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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:

Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-02
  • OH RA
    APPROVED
    Since 2026-03-02

Branch Locations

950 Main Avenue, Suite 1420, Cleveland, OH 44113 • 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
Global Retirement Partners, Llc Cleveland OH 02/2026 Present
Oswald Financial Cleveland OH 10/2025 Present
Clearstead Advisors Cleveland OH 12/2020 09/2025
Td Ameritrade Orange OH 10/2019 10/2020
Lifetime Fitness Beachwood OH 04/2019 10/2019
Cleveland State University Cleveland OH 08/2017 05/2019
Cleveland Cavaliers Cleveland OH 03/2015 04/2019
  • 02/2026 → Present
    Global Retirement Partners, Llc
    Cleveland, OH
  • 10/2025 → Present
    Oswald Financial
    Cleveland, OH
  • 12/2020 → 09/2025
    Clearstead Advisors
    Cleveland, OH
  • 10/2019 → 10/2020
    Td Ameritrade
    Orange, OH
  • 04/2019 → 10/2019
    Lifetime Fitness
    Beachwood, OH
  • 08/2017 → 05/2019
    Cleveland State University
    Cleveland, OH
  • 03/2015 → 04/2019
    Cleveland Cavaliers
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-28
  • S65 Uniform Investment Adviser Law Examination
    2026-02-28

View on SEC IAPD

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