James Robert Klomparens

Employer firm

Wellth Advisory Services, LLC CRD 330537

$26.7B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 12/2010 → 11/2019
  Burnham & Dells Advisors
  Grand Rapids, MI
• 12/2019 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2020-03-16 → 2024-07-05
  Global Retirement Partners Llc
  Northville, MI
  San Rafael, CA
• 2010-10-08 → 2010-11-22
  Chesme Capital Management
  Grand Rapids, MI
• 2007-01-01 → 2008-02-07
  Stancorp Investment Advisers, Inc.
  Portland, OR
• 2005-02-10 → 2007-01-01
  Invesmart Advisors Inc
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-16
• S63 Uniform Securities Agent State Law Examination
  2000-12-11

Other Names

• Jim Klomparens