Jeffrey Kenneth Boll
Investment adviser representative at Global Retirement Partners LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Global Retirement Partners, LLCNov 2024 to now
- LPL Financial LLCNov 2024 to now
- Modern Woodmen of AmericaMar 2013 to now
- Schwarz InsuranceJun 2017 to Nov 2024
- Mwa Financial Services IncMar 2013 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6175714
- Firm CRD
- 172011