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Sarah Lynn Anthofer

Investment adviser representative at Global Retirement Partners LLC
25 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

25 years in the industry.

  1. Global Retirement Partners, LLCApr 2018 to now
  2. LPL Financial, LLCApr 2018 to now
  3. Principal Life Insurance CompanyJun 2001 to Mar 2018
  4. Princor Financial Services CorporationJun 2001 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (IA, IL).

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
4420604
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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