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Joseph James Conzelman

Global Retirement Partners LLC

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About Joseph James Conzelman

Joseph Conzelman is a financial professional with over a decade of experience in the industry. Joseph has a broad range of experience and currently provides investment advisory services through Global Retirement Partners, LLC and HUB International Investment Advisory Services Inc. Joseph also has a strong background in retirement planning and consulting. In addition to his current roles, Joseph has previously held positions at SAGEPOINT FINANCIAL, INC., LPL FINANCIAL, LLC, INDEPENDENT FINANCIAL PARTNERS, PEAK FINANCIAL GROUP, LLC and HUB INTERNATIONAL.

Firm Information

Joseph Conzelman 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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Joseph Conzelman’s Registration & Firm History

CA

01/05/2021 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

TX

07/20/2010 - 05/25/2012

SAGEPOINT FINANCIAL, INC. (SUGAR LAND TX)

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Licenses & Designations

BOTH

Issued 11/18/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph James Conzelman.
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