Keven Milgram
Investment adviser representative at Global Retirement Partners LLC
25 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$169.6BFirm assets
Are you Keven Milgram? Claim your profile
Contact this firm
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.
- Hub International Investment ServicesJun 2025 to now
- Global Retirement Partners, LLCOct 2023 to now
- LPL Financial LLCOct 2023 to now
- MML Investors ServicesJan 2002 to Oct 2023
- Massmutual Life Insurance CompanyFeb 2001 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 7 states (CA, CT, FL, NJ, NY, PA, TX).
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
- 4493611
- Firm CRD
- 172011