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Nicholas Peter Mueller

Investment adviser representative at Global Retirement Partners LLC
10 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

10 years in the industry.

  1. Global Retirement Partners, LLCOct 2026 to now
  2. LPL Financial LLCOct 2026 to now
  3. Oswald CompaniesJul 2025 to now
  4. Integrity Alliance, LLCApr 2026 to Oct 2026
  5. Self Employed - Mueller Insurance GroupMar 2025 to Jun 2025
  6. Independence Wealth Advisors, LLCNov 2024 to Feb 2025
  7. PcnAug 2022 to Oct 2024
  8. Raymond James & Associates, Inc.Aug 2022 to Oct 2024
  9. Innovation Partners LLCNov 2020 to Sep 2021
  10. Mercap Securities, LLCMay 2019 to Nov 2020
  11. C2p EnterpisesJul 2017 to Jul 2022
  12. Prudential Investment Management Services LLCJan 2016 to Jun 2017
  13. The Prudential Insurance Company of AmericaJan 2016 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (OH).

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
6268231
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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