Andrew Shannon Michael

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

• 10/2017 → 04/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 06/2016 → 09/2017
  Atrium Health Carolinas Medical Center Emergency Department
  Charlotte, NC
• 08/2020 → Present
  Lpl Financial, Llc
  Charlotte, NC
• 04/2020 → Present
  Global Retirement Partners, Llc
  Charlotte, NC
• 04/2020 → Present
  Retirement Plan Analytics
  Charlotte, NC

Other Businesses

1 - 10/25/2023 - RETIREMENT PLAN ANALYTICS - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date 04/20/2024 2. Crump Insurance: Life Insurance services. Insurance Agent. 01/01/2024.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-11-17

Designations

• Certified Financial Planner

Other Names

• Andrew Michael