James Norland, financial advisor Urbandale IA

James Norland

CRD Number: 6273830
Current Firm: Global Retirement Partners LLC

James Norland (CRD# 6273830) is an Investment Advisor Representative working at Global Retirement Partners LLC in Urbandale, IA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Apr 2019 - Current 5
Kestra Financial Services, Inc. Urbandale, IA Feb 2018 - Apr 2019 1
Chelsea Financial Services Staten Island, NY Jan 2018 - Jan 2018 < 1
Princor Financial Services Corp West Des Moines, IA Nov 2013 - Dec 2017 4
Principal Life Ins Co West Des Moines, IA Nov 2013 - Dec 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James K. Norland
Phone Number: 415-526-2753
Registered State(s):
  • IL
  • IA
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    140,721
    MILLIONS
  • Total Number of Accounts
    28,908
    ACCOUNTS
  • Average Account Value
    $4,867,886
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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