Kelly Ausburn, financial advisor Gig Harbor WA

Kelly Ausburn

CRD Number: 5857571
Current Firm: Global Retirement Partners LLC

Kelly Ausburn (CRD# 5857571) is an Investment Advisor Representative working at Global Retirement Partners LLC in Gig Harbor, WA and has over 13 years of experience in the finance industry. Kelly Ausburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Gig Harbor, WA Nov 2022 - Current 1
Global Retirement Partners, LLC San Rafael, CA Nov 2022 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2021 - Nov 2022 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2021 - Nov 2022 1
Sharebuilder 401k Seattle, WA Jul 2019 - Jan 2021 1
Capital One Investing, LLC Seattle, WA Jan 2015 - Jun 2019 4
Capital One Advisors, LLC Seattle, WA Jan 2015 - Jun 2019 4
U.s. Bancorp Investments, Inc. Bonney Lake, WA Aug 2014 - Jan 2015 < 1
U.s. Bank Bonney Lake, WA Dec 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Kelly L. Ausburn
Phone Number: 415-526-2753
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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