Cary Jon Eidsness | Financial Professional | Grand Junction, Colorado | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Cary Jon Eidsness is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Grand Junction, Colorado and LPL FINANCIAL LLC located in Grand Junction, Colorado.

Cary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Cary has worked at 7 firms and has passed the Series 65, SIE and Series 6 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) 10/01/2012 - 4, LLC/ DECISION MAKER OF PROPERTY RENTALS/ 1%/ GRAND JUNCTION, CO 2) 10/01/2012 - GRCS PROPERTIES, LLC/ REAL ESTATE RENTAL PROPERTY/ 1%/ GRAND JUNCTION, CO 3) 10/01/2012 - INSIGHT FINANCIAL SOLUTIONS, LLC/ NON-VARIABLE INSURANCE DBA/ 75%/ GRAND JUNCTION, CO 4) 11/24/2014 - ALYCAM PROPERITES - REAL ESTATE RENTAL - OWN ONE RENTAL PROPERTY AND DO SOME PROJECT MANAGEMENT - TIME SPENT 4 HOURS PER MONTH - GRAND JUNCTION, CO. 5) 11/27/2017 - Insight Financial Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/25/2012 - 35 Hours Per Month/25 Hours During Securities Trading. 6) 10/5/2020 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/28/2020 - 160 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 05/2020. 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. 7) 09/18/2024 - Irving and Gladys Marquart Family Trust - Act in a Fiduciary Capacity - Personal Representative - Not Investment Related - Home Based - Start Date 12/01/2023 - 0 Hours Per Month/ During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cary Jon Eidsness'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®

None

Experience

Current

May 28, 2020 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 2793 Skyline Court Suite D, Grand Junction, CO 81506

RIA

CRD#: 172011

Grand Junction, CO

Current

October 1, 2012 - Present

LPL FINANCIAL LLC

Office #1: 2793 Skyline Ct Ste D, Grand Junction, CO 81506

RIA

BD

CRD#: 6413

GRAND JUNCTION, CO

Past

October 9, 2012 - June 1, 2020

CORNERSTONE WEALTH MANAGEMENT, LLC

RIA

CRD#: 164666

Grand Junction, CO

Past

February 24, 2010 - October 1, 2012

SPC

RIA

CRD#: 110692

GRAND JUNCTION, CO

Past

June 6, 2007 - October 1, 2012

SIGMA FINANCIAL CORPORATION

BD

CRD#: 14303

GRAND JUNCTION, CO

Past

August 12, 2005 - June 15, 2007

OSAIC WEALTH, INC.

BD

CRD#: 23131

FRUITA, CO

Past

May 14, 2001 - August 9, 2005

NYLIFE SECURITIES LLC

BD

CRD#: 5167

NEW YORK, NY

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

Colorado
(10/2/2012)

IAR

Colorado
(5/28/2020)

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: 2/23/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 6

Date: 5/12/2001

Investment Company Products/Variable Contracts 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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Firm Stability Insights

Cary J. Eidsness

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cary Jon Eidsness's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CORNERSTONE WEALTH MANAGEMENT, LLC

SPC

SIGMA FINANCIAL CORPORATION

OSAIC WEALTH, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2010

SIE

Date: 10/1/2018

Series 6

Date: 5/12/2001

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

Contact information

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