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Inactive

Patrick Charles Sheridan

Global Retirement Partners LLC

Wauwatosa, WI

San Rafael, CA

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Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-06-16
  • WI RA
    APPROVED
    Since 2025-06-16

Branch Locations

1401 Discovery Parkway, #200, Wauwatosa, WI 53226 • 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 San Rafael CA 04/2025 Present
University Of Wisconsin Whitewater Whitewater WI 09/2020 05/2023
Oconomowoc High School Oconomowoc WI 09/2016 06/2020
Golden Mast Inn Okaucheem WI 08/2023 Present
Williams Center Whitewater WI 01/2021 03/2022
Zorn Compressor Pewaukee WI 12/2021 06/2023
Oconomowoc Parks & Rec Oconomowoc WI 06/2020 06/2023
Nature Hill Intermediate School Oconomowoc WI 10/2019 01/2021
M3 Insurance Solutions Inc. Wuawatosa WI 05/2022 Present
  • 04/2025 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 09/2020 → 05/2023
    University Of Wisconsin Whitewater
    Whitewater, WI
  • 09/2016 → 06/2020
    Oconomowoc High School
    Oconomowoc, WI
  • 08/2023 → Present
    Golden Mast Inn
    Okaucheem, WI
  • 01/2021 → 03/2022
    Williams Center
    Whitewater, WI
  • 12/2021 → 06/2023
    Zorn Compressor
    Pewaukee, WI
  • 06/2020 → 06/2023
    Oconomowoc Parks & Rec
    Oconomowoc, WI
  • 10/2019 → 01/2021
    Nature Hill Intermediate School
    Oconomowoc, WI
  • 05/2022 → Present
    M3 Insurance Solutions Inc.
    Wuawatosa, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-16
  • S65 Uniform Investment Adviser Law Examination
    2025-06-16

View on SEC IAPD

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JASON VERN VOELKER

Other Offices

LPL FINANCIAL LLC · WAUWATOSA, WI
U.S. BANCORP ADVISORS, LLC · Wauwatosa, WI
CURI CAPITAL, LLC · Milwauikee, WI
AFFILIATED FINANCIAL ADVISORS INC · MILWAUKEE, WI
CETERA INVESTMENT ADVISERS LLC · WAUWATOSA, WI
PACKERLAND BROKERAGE SERVICES, INC. · WAUWATOSA, WI
HARBOUR INVESTMENTS, INC. · MILWAUKEE, WI
AFFILIATED FINANCIAL ADVISORS INC · MILWAUKEE, WI

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