Joseph James Conzelman
Investment adviser representative at Global Retirement Partners LLC
14 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
14 years in the industry.
- Global Retirement Partners, LLCJan 2021 to now
- Hub InternationalMar 2019 to now
- Hub International Investment Advisory Services Inc.Mar 2019 to now
- Hub International Investment Services, Inc.Mar 2019 to now
- LPL Financial, LLCJul 2012 to now
- Peak Financial Group, LLCApr 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 5569451
- Firm CRD
- 172011