Tamara A Stewart
Investment adviser representative at Global Retirement Partners LLC
12 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
12 years in the industry.
- Global Retirement Partners, LLCAug 2024 to now
- Hub InternationalApr 2023 to now
- Delta CityJul 2022 to now
- Irs Volunteer Income Tax Assistance (vita).Jan 2022 to Apr 2022
- Community FirstMay 2021 to Mar 2023
- SelfSep 2018 to Apr 2021
- Materion Natural Resources (through Elwood Staffing)Jan 2018 to Aug 2018
- Southern Utah UniversityJan 2016 to Aug 2017
- SelfAug 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7715660
- Firm CRD
- 172011