Timothy Paul Nelson
Investment adviser representative at Global Retirement Partners LLC
12 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
12 years in the industry.
- Global Retirement Partners, LLCOct 2023 to now
- LPL Financial LLCOct 2023 to now
- Principal Life Insurance CompanyAug 2014 to Sep 2023
- Principal Securities IncAug 2014 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 4 states (AZ, CO, MT, 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
- 4677767
- Firm CRD
- 172011