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Dennis Duval

44 Years of Experience
Battle Creek, MI
1 DisclosureBroker

Dennis Duval is a registered investment advisor at Global Retirement Partners LLC, based in Battle Creek, MI, with 44 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15 Capital Ave. NE, Suite 225, Battle Creek, MI, 49017

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History

Regulatory History (1)
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Criminal
November 1970
Final Disposition
Other Business Activities

Dennis operates Duval Retirement Advisors as a DBA for his LPL business and is also affiliated with Michigan Pension Group as a third-party administrator. He dedicates a full-time commitment to providing investment advisory services through Global Retirement Partners, LLC, and spends a significant amount of time as an IAR for Duval Retirement Advisors.

Employment History
Current Registrations
Global Retirement Partners LLC
June 2017 - Present · 8 yrs 10 mos
LPL Financial LLCBroker
June 2017 - Present · 8 yrs 10 mos
Previous Registrations
MML Investors Services, LLC
October 2010 - June 2017 · 6 yrs 8 mos
MML Investors Services, LLCBroker
January 1988 - June 2017 · 29 yrs 5 mos
Massachusetts Mutual Life Insurance CompanyBroker
February 1982 - January 1988 · 5 yrs 11 mos
State Registrations12 states
AZCOFLGAINMIOHPASCSDTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.