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Inactive

Kelly Anne O'KEef Tyriver

Global Retirement Partners LLC

San Rafael, CA

De Pere, WI

CRD 7466659

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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:

Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-11-09
  • WI RA
    APPROVED
    Since 2021-11-09

Branch Locations

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

1872 Mid Valley Drive, De Pere, WI 54115 • 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
Global Retirement Partners, Llc San Rafael CA 11/2021 Present
Map Retirement Usa, Llc Appleton WI 10/2008 08/2021
M3 Financial De Pere WI 08/2021 Present
  • 11/2021 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 10/2008 → 08/2021
    Map Retirement Usa, Llc
    Appleton, WI
  • 08/2021 → Present
    M3 Financial
    De Pere, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-02
  • S65 Uniform Investment Adviser Law Examination
    2021-11-02

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC

Nearby Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA

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