Steven James Nauta
Investment adviser representative at Global Retirement Partners LLC
19 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
19 years in the industry.
- Global Retirement Partners, LLCNov 2023 to now
- Allegiant Asset Management, LLCNov 2007 to now
- U.S. Capital Management, LLCNov 2007 to now
- HumanaOct 2007 to now
- Allegiant Financial, Inc.Jun 2007 to now
- Allegiant Securities, LLCJun 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4429840
- Firm CRD
- 172011