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Wayne Everett Boenig

Global Retirement Partners LLC

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About Wayne Everett Boenig

Wayne Everett Boenig is a financial advisor with over 15 years of experience in the industry. Wayne has a deep understanding of retirement planning and is dedicated to helping clients achieve their financial goals. Wayne is a Certified Financial Planner and a Chartered Financial Analyst. Wayne works at Global Retirement Partners LLC, which is a registered investment advisor firm with offices in San Rafael, CA, and Barrington, RI. Global Retirement Partners LLC provides a variety of financial services to individuals, families, and businesses. These services include retirement planning, investment management, and estate planning.

Firm Information

Wayne Boenig 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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Wayne Boenig’s Registration & Firm History

CA

06/17/2021 - Present

Global Retirement Partners LLC (SAN RAFAEL CA)

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Licenses & Designations

BC

Issued 05/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2021

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wayne Everett Boenig.
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