Jeffrey Kenneth Boll

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 03/2013 → 11/2024
  Mwa Financial Services Inc
  Rock Island, IL
• 06/2017 → 11/2024
  Schwarz Insurance
  Prairie Du Sac, WI
• 11/2024 → Present
  Lpl Financial Llc
  Middleton, WI
• 11/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2018-01-25 → 2024-11-07
  Mwa Financial Services Inc.
  Prairie Du Sac, WI
  Reedsburg, WI
  Prairie Du Sac, WI

Other Businesses

1) 10/2024 - Modern Woodmen of America / Non-Variable Insurance Trails Only / Inv. Related / Rock Island, IL 61201 / Start date 02/01/2012 -1 Hrs per month -1% Time Spent 2) 10/2024 - ASSURED PARTNERS FINANCIAL ADVISORS / DBA for LPL Business (entity for LPL business) / Inv. related / MIDDLETON, WI 53562 / Start date 11/04/2024 3) 10/2024 -VILLAGE TRUSTEE OF SAUK CITY / Politics/Government / Non Inv. Related / Sauk City, WI 53583 / Start date 04/01/2018 - 2 Hrs per month -1 % Time Spent 4) 11/08/2024 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/4/2024 - 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 11/2024. 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. 5) 11/08/2024 - ASSURED PARTNERS FINANCIAL ADVISORS - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/4/2024 - 160 Hours Per Month/ 8 Hours During Trading 6) 02/04/2026 - Vandeberg & Boll Financial, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/01/2026 - 200 hours per month/ during trading 7) 02/17/2026 - Versatile Insurance Services - Non-Variable Insurance - Insurance producer - Investment Related - At Reported Business Location(s) - Start Date 02/13/2026 - 1 hour per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-16
• S63 Uniform Securities Agent State Law Examination
  2013-05-07