Regan Michael Turner, CFP | Financial Professional | Boulder, Colorado | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Regan Michael Turner, CFP® is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Boulder, Colorado and LPL FINANCIAL LLC located in Boulder, Colorado.

Regan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Regan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 10/20/2023 - PROFESSIONAL FINANCIAL SPECIALISTS INC - Insurance Agency - Owner and agent - P&C, Benefits, Life, Disability, LTC - CO 80305 - Investment related - 80 Hours per month - Start date: 5/4/1994. 2) 10/20/2023 - BASELINE CARWASH - Self Serve Car Wash - Owner - CO 80026 - Non investment related - 2% Time spent - Start date: 1/1/2021. 3) 10/20/2023 - DISABILITY INCOME SPECIALISTS INC - Insurance Agency - Owner - disability and life - Investment related - 1% Time spent - Start date: 1/1/1993. 4) 10/20/2023 - HUB RETIREMENT AND WEALTH MANANGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 5) 10/20/2023 - HUB INTERNATIONAL - Outside/W-2 Employment - CO 80305 - Non investment related - 240 Hours per month - Start date: 10/2/2023. 6) 10/20/2023 - HIGH COTTON RISK ADVISORS - Insurance Agency - Co-Owner - disability and life - Investment related - 40 Hours per month - Start date: 9/1/2021. 7) 10/20/2023 - GREAT SMILES DENTISTRY & ORTHODONTICS AT SUNRISE CENTER LLC - General Dentist Office - Co-Owner - CO 80301 - Non investment related - Start date: 4/1/2020. 8) 11/10/2023 - Global Retirement Partners - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/2/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9) 11/10/2023 - HUB RETIREMENT AND WEALTH MANANGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/2/2023 - 160 Hours Per Month/ 8 Hours During Trading 10) 12/16/2024- Baseline Carwash LLC- Other - Business Owner-Carwash- self serve car wash- Not INV Related- At Reported Business Loation(s)- Start date 01/15/2021- 10 Hours Per Month 11) 12/19/2024- RMTN Properties, LLC- Real Estate Rental- Various Residential and Commercial properties- INV Related- At Longmont, CO- Start date 01/01/2016- 40 Hours Per Month- 10 Hours Per Month 12) 12/19/2024- GTR Properties, LLC- Real Estate Rental- Various Residential and Commercial Properties.- INV Related- At Longmont, CO- Start date 01/01/2005- 40 Hours Per Month- 10 Hours Per Month 13) 05/22/2025 - 315 Canyon LLC - Not Inv. Related - Real Estate Rental - Longmont CO - Start Date:04/15/2024 - 10 Hours Per Month/ 0 Hours Per Month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Regan Michael Turner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

November 2, 2023 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 385 Broadwaystreet, Boulder, CO 80305

RIA

CRD#: 172011

Boulder, CO

Current

November 2, 2023 - Present

LPL FINANCIAL LLC

Office #1: 385 Broadway, Boulder, CO 80305

RIA

BD

CRD#: 6413

Boulder, CO

Past

May 16, 2012 - November 2, 2023

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

BOULDER, CO

Past

January 25, 2010 - November 2, 2023

THE O.N. EQUITY SALES COMPANY

BD

CRD#: 2936

BOULDER, CO

Past

February 28, 2004 - December 31, 2009

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

BOULDER, CO

Past

April 30, 2003 - December 31, 2009

THE O.N. EQUITY SALES COMPANY

BD

CRD#: 2936

BOULDER, CO

Past

January 3, 1996 - September 3, 1996

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD

CRD#: 16164

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Arizona
(11/2/2023)

RR

California
(11/2/2023)

RR

Colorado
(11/2/2023)

IAR

Colorado
(11/2/2023)

RR

Nevada
(11/2/2023)

RR

New York
(11/2/2023)

RR

Tennessee
(11/2/2023)

RR

Texas
(11/2/2023)

IAR

Texas
(11/2/2023)

RR

Utah
(11/2/2023)

RR

Virginia
(11/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/4/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 2/22/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 6

Date: 1/31/2003

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

RR

Series 7

Date: 1/2/1996

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

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Contact information

Main Address

4340 Redwood Highway Suite B-60, San Rafael, CA 94903

Mailing Address

Phone number

(415) 526-2753

Established

Firm type

Fiscal year end

# of Employees

448

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL RETIREMENT PARTNERS, LLC ADV 2A (3/31/2025)

GLOBAL RETIREMENT PARTNERS, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	30,235
AUM (Assets Under Management)	$ 143,416,430,435

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Regan M. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Regan Michael Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2003

Series 63

Date: 2/22/2003

SIE

Date: 10/1/2018

Series 6

Date: 1/31/2003

Series 7

Date: 1/2/1996

FINRA

Current Firm

GLOBAL RETIREMENT PARTNERS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL RETIREMENT PARTNERS LLC

TRUST BUT VERIFY

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