Marc Rohr
Marc Rohr is a registered investment advisor at Global Retirement Partners LLC, based in Springfield, MO, with 29 years of industry experience. Marc 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
1125 E. Lakewood, Springfield, MO, 65810
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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
Marc operates under the DBA Employee Benefit Design, LLC for his LPL business and is associated with Global Retirement Partners as a registered investment advisor, dedicating nearly full-time hours to this role. He also spends minimal time on non-variable insurance and has created Rohr Financial Group, LLC for tax purposes.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Financial Telesis, INC.
Financial Telesis INCBroker
Pension Consultants INC
Securities Service Network, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Great Southern InvestmentsBroker
Copeland Equities, INC.Broker
The Variable Annuity Marketing CompanyBroker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations2 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.