Scott Randall Nelson
Investment adviser representative at Global Retirement Partners LLC
24 yearsExperience
5 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
24 years in the industry.
- Hub International Investment ServicesDec 2025 to now
- Global Retirement Partners, LLCJun 2021 to now
- LPL Financial, LLCJun 2021 to now
- Hub InternationalAug 2019 to now
- New York Life Insurance CompanyFeb 2019 to Aug 2019
- Nylife Securities LLCFeb 2018 to Aug 2019
- Bj Nelson IncJun 2002 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 5 states (CO, ID, MT, SD, WY).
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
- 7062184
- Firm CRD
- 172011