Unclaimed Profile

Chad James Larsen

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

SIE, Series 6, Series 7, Series 24, Series 63ChFCClean record27 years registeredGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 1763185Firm CRD# 172011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad James Larsen · SAN RAFAEL, CA

Registration

CRD #1763185 · GLOBAL RETIREMENT PARTNERS LLC · 27 years registered

Brand Profile

Not yet started

Career History

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Aug 2025 – present

GLOBAL RETIREMENT PARTNERS LLC

Apr 2015 – present

LPL FINANCIAL LLC

May 2012 – present

INDEPENDENT FINANCIAL PARTNERS

Nov 2010 – May 2015

DENVER, CO

NRP ADVISORS, INC.

Feb 2008 – Dec 2010

DENVER, CO

NRP FINANCIAL, INC.

Aug 2007 – Oct 2008

DENVER, CO

MORETON FINANCIAL SOLUTIONS, LLC

Jan 2006 – Jan 2008

DENVER, CO

MULTI-FINANCIAL SECURITIES CORPORATION

Jan 1999 – Sep 2007

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL RETIREMENT PARTNERS LLC

CRD 172011 · SEC 801-80074

AUM

$140.7B

Regulatory assets under management

Employees

505

28,908 client accounts

Services offered by GLOBAL RETIREMENT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL RETIREMENT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Chad James Larsen offer?

Chad James Larsen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.

What are Chad James Larsen's credentials?

Chad James Larsen holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad James Larsen located?

Chad James Larsen is based in SAN RAFAEL, California, working with GLOBAL RETIREMENT PARTNERS LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Chad James Larsen charge for services?

Chad James Larsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL RETIREMENT PARTNERS LLC?

GLOBAL RETIREMENT PARTNERS LLC has approximately 505 employees and manages $140.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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