Dallas Otter
Dallas Otter is a registered investment advisor at Global Retirement Partners LLC, based in Mercer Island, WA, with 35 years of industry experience. Dallas 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
8015 SE 28th St, Suite 214, Mercer Island, WA, 98040
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dallas operates under DBAs Heffernan Retirement Services and Heffernan Financial Services for his LPL business and provides investment advisory services through Global Retirement Partners, dedicating full-time hours to these activities. Dallas is also an Executive VP at Heffernan Insurance Brokers, spending minimal time on this role.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Usi Advisors
M Holdings Securities, INC.Broker
Kibble & Prentice Holding Company
Kibble & Prentice, INC.
Murphey Favre, INC.Broker
State Registrations6 states
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.