Joseph Nierman (CRD# 5445558) is an Investment Advisor Representative working at Global Retirement Partners LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | Indianapolis, IN | Sep 2018 - Current | 5 |
| Lpl Financial LLC | Indianapolis, IN | Aug 2018 - Current | 5 |
| Mml Investors Services Inc. | Indianapolis, IN | Jan 2008 - Aug 2018 | 10 |
| Massmutual Life Insurance Company | Indianapolis, IN | Oct 2007 - Aug 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- IN
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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