Todd Schlappi, financial advisor San Rafael CA

Todd Schlappi

CRD Number: 4167803
Current Firm: Global Retirement Partners LLC

Todd Schlappi (CRD# 4167803) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Hub International Chicago, IL Jun 2022 - Current 1
Global Retirement Partners, LLC San Rafael, CA Jun 2022 - Current 1
Wealthplan Advisors Scottsdale, AZ Apr 2009 - Current 14
Purshe Kaplan Sterling Investments Albany, NY Dec 2011 - Sep 2018 6
Insurance-non Variable Lehi, UT Jun 2011 - Sep 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Todd M. Schlappi
Phone Number: 415-526-2753
Registered State(s):
  • AZ
  • NV
  • UT
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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