Todd Mathew Schlappi
Investment adviser representative at Global Retirement Partners LLC
17 yearsExperience
4 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
17 years in the industry.
- Global Retirement Partners, LLCJun 2022 to now
- Hub InternationalJun 2022 to now
- Wealthplan AdvisorsApr 2009 to now
- Purshe Kaplan Sterling InvestmentsDec 2011 to Sep 2018
- Insurance-non VariableJun 2011 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 4 states (AZ, NV, 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
- 4167803
- Firm CRD
- 172011