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Michael Ryan Madsen

Investment adviser representative at Global Retirement Partners LLC
12 yearsExperience
6 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

12 years in the industry.

  1. Global Retirement Partners LLCOct 2023 to now
  2. LPL Financial LLCOct 2023 to now
  3. Kestra Advisory Services LLCJun 2021 to Sep 2023
  4. Kestra Investment Services, LLC.Jun 2021 to Sep 2023
  5. Principal Life Insurance CoFeb 2020 to Jun 2021
  6. Principal Securities IncFeb 2020 to Jun 2021
  7. TIAAMar 2014 to Nov 2019
  8. TIAA-CREF Individual & Institutional Services, LLCMar 2014 to Nov 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 6 states (AZ, CA, CO, ID, TX, UT).

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
4097889
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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