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Craig Stephen Korol

Global Retirement Partners LLC

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About Craig Stephen Korol

Craig Stephen Korol is a financial advisor with over 25 years of experience in the industry. Craig is a Registered Representative and Investment Advisor Representative with Global Retirement Partners LLC. Prior to joining Global Retirement Partners LLC, Craig worked with Securities America, Inc. and Tower Square Securities, Inc. Craig has earned the Certified Financial Planner and Chartered Financial Consultant designations. Craig specializes in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Craig is licensed to provide financial services in multiple states.

Firm Information

Craig Korol 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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Craig Korol’s Registration & Firm History

KS

05/12/2017 - Present

Global Retirement Partners LLC (Andover KS)

KS

08/01/2005 - 05/10/2016

SECURITIES AMERICA, INC. (Wichita KS)

CA

09/20/2002 - 08/01/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

MO

08/22/2000 - 09/18/2002

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

CT

12/08/1998 - 08/29/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

IL

01/14/1998 - 12/09/1998

OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)

MA

10/04/1996 - 01/15/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

TN

11/23/1994 - 09/30/1996

CBL EQUITIES, INC. (NASHVILLE TN)

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Licenses & Designations

IA

Issued 07/24/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/26/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/26/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/22/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Stephen Korol.
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