Nathan Palmer Schlappi

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

• 04/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 04/2023 → 01/2024
  Republic Services
  Phoenix, AZ
• 01/2024 → Present
  Wealth Plan Advisors/Hub
  Scottsdale, AZ
• 01/2024 → Present
  Hub International
  Chicago, IL
• 08/2016 → 04/2020
  Brigham Young University
  Provo, UT
• 04/2020 → 07/2020
  Kpmg
  Mesa, AZ
• 08/2020 → 04/2021
  Brigham Young University
  Provo, UT
• 07/2021 → 03/2023
  Kpmg
  Mesa, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-10