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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
MI RA APPROVED 2022-10-11
IN RA APPROVED 2017-02-23
  • MI RA
    APPROVED
    Since 2022-10-11
  • IN RA
    APPROVED
    Since 2017-02-23

Branch Locations

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

900 E. 96Th Street Suite 125, Indianapolis, IN 46240 • 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
Mml Investors Services, Inc. Indianapolis IN 09/1993 02/2017
Lpl Financial Llc Indianapolis IN 02/2017 Present
Global Retirement Partners, Llc Indianapolis IN 02/2017 Present
Hub International Investment Services Kansas City MO 07/2025 Present
  • 09/1993 → 02/2017
    Mml Investors Services, Inc.
    Indianapolis, IN
  • 02/2017 → Present
    Lpl Financial Llc
    Indianapolis, IN
  • 02/2017 → Present
    Indianapolis, IN
  • 07/2025 → Present
    Hub International Investment Services
    Kansas City, MO
Previous Registrations
  • 2000-07-14 → 2017-03-01
    Indianapolis, IN
    Carmel, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
Other Businesses

1) 11/30/2016 - CSI ADVISORY SERVICES - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 1/6/2017 2) 2/27/2017 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/6/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, LLC], an independent investment advisor firm. I started this business activity in February 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 3) 2/27/2017 - Global Retirement Partners, LLC - DBA: CSI ADVISORY SERVICES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/6/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, LLC], an independent investment advisor firm. I started this business activity in February 2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 4) 06/02/2022 - Global Retirement Partners - DBA: CSi Advisory Services a division of HUB Internatio - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 5) 06/07/2022 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 6) 06/07/2022 - HUB International - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 7) 06/07/2022 - CSi Advisory Services a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 8) 06/21/2024 - HUB INTERNATIONAL INVESTMENT SERVICES INC - Inv Related - At reported Business Location(s) - Other - Accommodation Broker Dealer - Started: 6/1/2022 - 0 Hr/Mo.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-10-07
  • S63 Uniform Securities Agent State Law Examination
    1993-10-07
Designations
Other Names
  • Kristi L Kuhn
  • Kristi K. Baker
  • Kristi L Baker

View on SEC IAPD

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