Robert Charles Mckeon

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

• 07/2014 → 10/2018
  Neuberger Berman Llc
  Chicago, IL
• 10/2018 → 06/2024
  Adp Broker Dealer Nc
  Chicago, IL
• 10/2018 → 06/2024
  Adp Llc
  Chicago, IL
• 06/2024 → 10/2024
  Unemployed
  Golf, IL
• 11/2024 → Present
  Lpl Financial Llc
  Lisle, IL
• 11/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2014-03-25 → 2018-10-30
  Neuberger Berman Bd Llc
  New York, NY
  Chicago, IL

Other Businesses

1) 10/2024 - CONNOR & GALLAGHER BENEFIT SERVICES / DBA for LPL Business (entity for LPL business) / Inv. Related / LISLE, IL 60532-0902 Start date 10/21/2024 2) 10/2024 - CONNOR & GALLAGHER ONESOURCE / DBA for LPL Business (entity for LPL business) / Inv. Related / LISLE, IL 60532-0902 Start date 10/21/2024 3) 12/09/2024 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/21/2024 - 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 10/2024. 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. 4) 12/09/2024 - CONNOR & GALLAGHER BENEFITS - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/21/2024 - 160 hours per month/ 8 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-05
• S66 Uniform Combined State Law Examination
  2014-03-24

Other Names

• Robert Charles Mckeon
• Robert Charles Mckeon