Michael Driscoll
Michael Driscoll is a registered investment advisor at Global Retirement Partners LLC, based in Mequon, WI, with 32 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
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
10303 N Port Washington Rd, Suite 201, Mequon, WI, 53092
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 Activities
Michael is involved in several investment-related activities, primarily through Sheridan Road Financial, HUB International, and Global Retirement Partners, LLC. He dedicates a significant amount of time to these ventures, including serving as an Investment Advisor Representative.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sheridan Road Advisors, LLC, a HUB International Company
Independent Financial Partners
Nrp Financial, INC.Broker
Nrp Advisors, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Alpha Investment Consulting Group, LLC
Cleary Gull INC.Broker
Cigna Financial Services, INC.Broker
Cigna Financial Advisors,inc.Broker
Cigna Financial Advisors,inc.Broker
Cigna Capital Brokerage, INC.Broker
State Registrations3 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.