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Michael Steven Flahaven

Global Retirement Partners LLC

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About Michael Steven Flahaven

Michael Flahaven is a financial advisor with Global Retirement Partners LLC. Michael has been in the industry since June 17, 1988 and holds a Series 6, 7, 24, 52TO, 53, 63 and 65. Michael is also a Certified Financial Planner. Michael's firm, Global Retirement Partners LLC, provides financial planning services for individuals, businesses, charitable organizations, and pension and profit-sharing plans. Michael has been working with LPL Financial since 2019 and has been working with HUB International since 2019. He has also worked with Stancorp Equities, Inc. and OneAmerica Securities, Inc.. Michael is a registered investment advisor representative in Illinois.

Firm Information

Michael Flahaven 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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Michael Flahaven’s Registration & Firm History

IL

07/04/2022 - Present

Global Retirement Partners LLC (Northbrook IL)

IL

07/29/2013 - 07/02/2019

STANCORP EQUITIES, INC. (SCHAUMBURG IL)

IN

11/04/1997 - 06/14/2013

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

05/22/1996 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

NJ

02/24/1995 - 04/18/1996

ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)

IL

09/30/1994 - 07/11/1995

FIRST COLONIAL INVESTMENT SERVICES, INC. (ROSEMONT IL)

IL

01/24/1994 - 07/21/1994

ROYAL AMERICAN INVESTMENT SERVICES, INC. (DOWNERS GROVE IL)

IL

05/30/1991 - 01/29/1994

FIRST COLONIAL INVESTMENT SERVICES, INC. (ROSEMONT IL)

NA

03/06/1989 - 09/19/1989

LANDMARK BROKERAGE SERVICES, INC.

CA

05/02/1988 - 12/10/1988

FN INVESTMENT CENTER (SACRAMENTO CA)

OR

10/13/1987 - 05/19/1988

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

NA

11/14/1985 - 10/16/1987

EQUITY SERVICES, INC.

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Licenses & Designations

IA

Issued 04/27/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/1991

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/23/1988

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

BC

Issued 11/13/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Steven Flahaven.
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