Unclaimed Profile

David Michael Kulchar

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California

SIE, Series 5, Series 7, Series 63, Series 65Clean record26 years registeredGLOBAL RETIREMENT PARTNERS LLC

4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 1127082Firm CRD# 172011

Profile Verification

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

Identity

David Michael Kulchar · SAN RAFAEL, CA

Registration

CRD #1127082 · GLOBAL RETIREMENT PARTNERS LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLOBAL RETIREMENT PARTNERS LLC

GLOBAL RETIREMENT PARTNERS LLC

Apr 2015 – Oct 2023

CLEVELAND, OH

LPL FINANCIAL LLC

Nov 2012 – Oct 2023

CLEVELAND, OH

INDEPENDENT FINANCIAL PARTNERS

Sep 2011 – May 2015

CLEVELAND, OH

LPL FINANCIAL LLC

Jan 2011 – Nov 2011

CLEVELAND, OH

GIRARD SECURITIES, INC.

Feb 2006 – Aug 2008

CLEVELAND, OH

OSWALD FINANCIAL, INC.

Mar 2003 – Dec 2010

CLEVELAND, OH

LINSCO/PRIVATE LEDGER CORP.

Oct 1999 – Feb 2006

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · October 15, 1999

Years registered · 26

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 David Michael Kulchar offer?

David Michael Kulchar specializes in Financial Planning, Investment Management, Wealth Management.

What are David Michael Kulchar's credentials?

David Michael Kulchar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Kulchar located?

David Michael Kulchar is based in SAN RAFAEL, California, last registered with GLOBAL RETIREMENT PARTNERS LLC.

How does David Michael Kulchar charge for services?

David Michael Kulchar'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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