Regan Michael Turner

Current Employers

Employment History

• 05/1994 → Present
  Professional Financial Specialists Inc.
  Boulder, CO
• 05/2003 → 11/2023
  The O.N. Equity Sales Company
  Cincinnati, OH
• 06/1996 → 11/2023
  Ohio National Financial Services
  Cincinnati, OH
• 11/2023 → Present
  Lpl Financial Llc
  Boulder, CO
• 11/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 11/2025 → Present
  Hub International Investment Services
  Austin, TX

Previous Registrations

• 2012-05-16 → 2023-11-02
  On Investment Management Co
  Cincinnati, OH
  Boulder, CO
• 2004-02-28 → 2009-12-31
  On Investment Management Co
  Boulder, CO

Other Businesses

1) 10/20/2023 - PROFESSIONAL FINANCIAL SPECIALISTS INC - Insurance Agency - Owner and agent - P&C, Benefits, Life, Disability, LTC - CO 80305 - Investment related - 80 Hours per month - Start date: 5/4/1994. 2) 10/20/2023 - BASELINE CARWASH - Self Serve Car Wash - Owner - CO 80026 - Non investment related - 2% Time spent - Start date: 1/1/2021. 3) 10/20/2023 - DISABILITY INCOME SPECIALISTS INC - Insurance Agency - Owner - disability and life - Investment related - 1% Time spent - Start date: 1/1/1993. 4) 10/20/2023 - HUB RETIREMENT AND WEALTH MANANGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 5) 10/20/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - CO 80305 - Non investment related - 240 Hours per month - Start date: 10/2/2023. 6) 10/20/2023 - HIGH COTTON RISK ADVISORS - Insurance Agency - Co-Owner - disability and life - Investment related - 40 Hours per month - Start date: 9/1/2021. 7) 10/20/2023 - GREAT SMILES DENTISTRY & ORTHODONTICS AT SUNRISE CENTER LLC - General Dentist Office - Co-Owner - CO 80301 - Non investment related - Start date: 4/1/2020. 8) 11/10/2023 - Global Retirement Partners - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/2/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 160 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. 9) 11/10/2023 - HUB RETIREMENT AND WEALTH MANANGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/2/2023 - 160 Hours Per Month/ 8 Hours During Trading 10) 12/16/2024- Baseline Carwash LLC- Other - Business Owner-Carwash- self serve car wash- Not INV Related- At Reported Business Loation(s)- Start date 01/15/2021- 10 Hours Per Month 11) 12/19/2024- RMTN Properties, LLC- Real Estate Rental- Various Residential and Commercial properties- INV Related- At Longmont, CO- Start date 01/01/2016- 40 Hours Per Month- 10 Hours Per Month 12) 12/19/2024- GTR Properties, LLC- Real Estate Rental- Various Residential and Commercial Properties.- INV Related- At Longmont, CO- Start date 01/01/2005- 40 Hours Per Month- 10 Hours Per Month 13) 05/22/2025 - 315 Canyon LLC - Not Inv. Related - Real Estate Rental - Longmont CO - Start Date:04/15/2024 - 10 Hours Per Month/ 0 Hours Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-04
• S63 Uniform Securities Agent State Law Examination
  2003-02-22

Designations