Inactive

James Robert Klomparens

Wellth Advisory Services, LLC

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Current Employers

Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-01-01

MI RA
APPROVED

Since 2025-01-01

Branch Locations

18600 Northville Road Suite 275, Northville, MI 48168 • United States

Shorewood, IL • 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

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

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

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

S65 Uniform Investment Adviser Law Examination

2020-03-16
S63 Uniform Securities Agent State Law Examination

2000-12-11

Other Names

Jim Klomparens

View on SEC IAPD

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