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Andrea Marie Badza

Global Retirement Partners LLC

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About Andrea Marie Badza

Andrea Marie Badza is a financial advisor registered with Global Retirement Partners LLC and has been in the industry since November 18, 1999. Andrea is a Chartered Financial Consultant and is registered in Ohio. Andrea's professional experience includes working with KESTRA INVESTMENT SERVICES, LLC, VALMARK SECURITIES, INC., NEW ENGLAND SECURITIES, Global Retirement Partners, LLC, and LPL FINANCIAL, LLC. Andrea offers financial planning and portfolio management services to individuals, businesses, and retirement plans.

Firm Information

Andrea Badza is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Badza’s Registration & Firm History

OH

04/04/2017 - Present

Global Retirement Partners LLC (Solon OH)

OH

04/29/2011 - 04/05/2017

KESTRA INVESTMENT SERVICES, LLC (CLEVELAND OH)

OH

12/22/1999 - 05/03/2011

VALMARK SECURITIES, INC. (CLEVELAND OH)

NY

11/19/1999 - 02/01/2000

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Marie Badza.
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