Mark Anzo Tonelli
Investment adviser representative at Global Retirement Partners LLC
16 yearsExperience
1 stateRegistered in
$169.6BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Hub International Investment ServicesDec 2025 to now
- Global Retirement Partners, LLCJul 2020 to now
- LPL Financial LLCJan 2010 to now
- Hub International Investment Services, Inc.Jul 2020 to Oct 2022
- Hub International, Inc.Dec 2018 to Oct 2022
- Sheridan Road Advisors, LLCJul 2018 to Oct 2022
- Independent Financial PartnersOct 2016 to Feb 2019
- Western Wealth Management, LLCNov 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Global Retirement Partners LLC
$169.6BAssets managed
28,693Clients
473Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2437509
- Firm CRD
- 172011