Zachary Joseph Wielgoszinski
Investment adviser representative at Global Retirement Partners LLC
18 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
18 years in the industry.
- Global Retirement Partners, LLCSep 2026 to now
- LPL Financial LLCSep 2026 to now
- Hub International Investment ServicesJun 2026 to now
- Commonwealth Financial NetworkMay 2022 to Sep 2026
- Hub International New England, LLCMay 2022 to Sep 2026
- Morgan StanleyMay 2020 to Apr 2022
- Cetera AdvisorsJan 2019 to May 2020
- Iis Financial ServicesJan 2019 to May 2020
- Equiscript, LLC.Apr 2018 to Nov 2018
- Fidelity Brokerage Services LLCFeb 2017 to Jan 2018
- E*trade Capital Management LLCMar 2016 to Nov 2016
- New Hampshire Tomahawks;Jun 2008 to Jun 2019
- Nh TomahawksJun 2008 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, ME).
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
- 6160455
- Firm CRD
- 172011