Investment adviser representative · Global Retirement Partners LLC
Todd E. Timmerman
CRD 1963879 · San Rafael, CA
At a glance
Todd E. Timmerman is an investment adviser representative with Global Retirement Partners LLC in San Rafael, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Todd’s SEC record dates to 2005, about 21 years ago.
Current advisory firms
- Global Retirement Partners LLCSince March 2021San Rafael, CA · $170B in regulatory assets
- Rpa Financial, LLCSince October 2018Charlotte, NC · $11B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Todd’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.