Nathan Kleppe
Investment adviser representative at Global Retirement Partners LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$169.6BFirm assets
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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
15 years in the industry.
- Global Retirement Partners, LLCMay 2026 to now
- LPL Financial LLCMay 2026 to now
- Cambridge Investment Research Advisors, Inc.Jan 2025 to Apr 2026
- Cambridge Investment Research, Inc.Oct 2024 to Apr 2026
- Northwestern Mutual Investment Services LLCJul 2023 to Oct 2024
- Northwestern Mutual Life Insurance CompanyJun 2023 to Oct 2024
- Azusa Pacific UniversityJul 2019 to Sep 2024
- Kings SchoolsSep 2011 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7752857
- Firm CRD
- 172011