MF
ChFC
MF
ChFC

Michael Furrer

42 Years of Experience
Spokane, WA
BrokerSells Insurance

Michael Furrer is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Spokane, WA, with 42 years of industry experience. Michael 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

835 N Post St # 203, Spokane, WA, 99201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is involved in several business activities, including non-variable insurance sales through Longbow Financial Services and HUB International, and real estate rental through M & O Lincoln Plaza LLC and Longbow Properties. He also provides investment advisory services through Global Retirement Partners, dedicating full-time hours to this role, and is involved with Longbow Financial Services, LLC and Hub Retirement and Wealth Management as a DBA for LPL business.

Employment History
Current Registrations
HUB International Investment Services INC.
January 2025 - Present · 1 yr 4 mos
Global Retirement Partners LLC
January 2025 - Present · 1 yr 4 mos
HUB International Investment Services INC.Broker
January 2025 - Present · 1 yr 4 mos
LPL Financial LLC
February 2013 - Present · 13 yrs 3 mos
LPL Financial LLCBroker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Woodbury Financial Services, INC.
March 2000 - February 2013 · 12 yrs 11 mos
Woodbury Financial Services, INC.Broker
June 1993 - February 2013 · 19 yrs 8 mos
The O.N. Equity Sales CompanyBroker
July 1991 - June 1993 · 1 yr 11 mos
Aetna Life Insurance and Annuity CompanyBroker
August 1989 - July 1991 · 1 yr 11 mos
Connecticut Mutual Financial Services, INC.Broker
September 1987 - May 1989 · 1 yr 8 mos
The Prudential Insurance Company of AmericaBroker
January 1983 - October 1987 · 4 yrs 9 mos
Pruco Securities CorporationBroker
January 1983 - September 1987 · 4 yrs 8 mos
State Registrations17 states
AZCADCFLGAIDINMDMNMOMTNCNVORTXVAWA
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.