David Lawrence Wolven
Investment adviser representative at Global Retirement Partners LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Global Retirement Partners, LLCApr 2024 to now
- LPL Financial LLCSep 2023 to now
- Gwfs Equities, IncOct 2021 to Aug 2023
- UnemployedSep 2020 to Oct 2021
- Adp Broker-dealer, Inc.Oct 2011 to Sep 2020
- Adp Inc.Oct 2011 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 2756264
- Firm CRD
- 172011