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Scott Michael Emering

Global Retirement Partners LLC

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About Scott Michael Emering

Scott Michael Emering is an investment advisor representative, currently registered with Global Retirement Partners LLC. Scott is a registered investment advisor in Illinois and Wisconsin. Scott has been in the industry since January 2014. Scott has passed the Uniform Investment Adviser Law Examination (Series 65). Scott also has experience with Retirement Solution Group. Global Retirement Partners LLC, is based in San Rafael, CA and has 328 licensed agents, 500 investment adviser representatives, 324 registered representatives, 493 investment advisory functions, and 12 adviser representatives for other investment advisers. The firm has a total of 161 clients and manages approximately $140,720,840,748 in assets. The firm's primary business is providing financial planning and investment advisory services to individuals, businesses, and pension plans.

Firm Information

Scott Emering 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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Scott Emering’s Registration & Firm History

IL

01/26/2024 - Present

Global Retirement Partners LLC (Chicago IL)

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Licenses & Designations

IA

Issued 02/27/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Michael Emering.
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