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Kathleen Ann mclaughlin Nilsson

Global Retirement Partners LLC

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About Kathleen Ann mclaughlin Nilsson

Kathleen Nilsson is an investment advisor representative associated with Global Retirement Partners LLC. Kathleen has been in the industry since May 2014. Kathleen has a wide range of experience and holds the Series 3, Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Kathleen offers various services including financial planning, pension consulting, and portfolio management for individuals and businesses. Kathleen also provides administrative support to Global Retirement Partners LLC.

Firm Information

Kathleen Nilsson 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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Kathleen Nilsson’s Registration & Firm History

CA

12/07/2018 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

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Licenses & Designations

BC

Issued 12/29/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/15/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1991

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Ann mclaughlin Nilsson.
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