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Kyle David Brown

Investment adviser representative at Global Retirement Partners LLC
15 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

15 years in the industry.

  1. Global Retirement Partners, LLCFeb 2022 to now
  2. Lincoln Financial AdvisorsSep 2011 to Feb 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (IN, 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
5402843
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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