Matthew James Rauen

Current Employers

Employment History

• 03/2010 → 05/2020
  New York Life Insurance Co
  Springfield, MO
• 02/2011 → 05/2020
  Nylife Securities Llc
  Springfield, MO
• 09/2014 → 05/2020
  Eagle Strategies, Llc
  Arvada, CO
• 10/2018 → 05/2020
  High Point Financial Group, Llc
  Grand Junction, CO
• 05/2020 → Present
  Lpl Financial, Llc
  Grand Junction, CO
• 05/2020 → Present
  Global Retirement Partners, Llc
  Grand Junction, CO

Previous Registrations

• 2014-09-23 → 2020-05-19
  Eagle Strategies Llc
  Grand Junction, CO
  Grand Junction, CO

Other Businesses

1. 08/01/2017 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 205 N 4TH ST STE 402, GRAND JUNCTION, CO 81501 2. 01/01/2014 - MATTHEW RAUEN/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ GRAND JUNCTION, CO 3. 05/18/2020 - INSIGHT FINANCIAL SOLUTIONS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ GRAND JUNCTION, CO 4. 5/22/2020 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 4/2020 - 140 Hours Per Month/8 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 04/2020. I expect to spend approximately 140 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. 5. 5/22/2020 - Insight Financial Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 4/2020 - 140 Hours Per Month/8 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 04/2020. I expect to spend approximately 140 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. 6. 01/11/2022 - 5R FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/27/2021 - 10 Hours Per Month/0 Hours During Securities Trading. 7. 01/12/2022 - 5R FINANCIAL - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 12/27/2021 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-17
• S63 Uniform Securities Agent State Law Examination
  2011-06-04

Other Names

• Matt Rauen