Scott Kimble
Scott Kimble is a registered investment advisor at Global Retirement Partners LLC, based in Cleveland, OH, with 24 years of industry experience. Scott 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
950 Main Avenue, Suite 1420, Cleveland, OH, 44113
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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 Activities
Scott operates Oswald Financial as a DBA for his LPL business and provides investment advisory services through Global Retirement Partners. He also owns rental properties and dedicates a significant amount of time to Oswald Financial Wealth Management.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
NFP Securities, INC.Broker
Gwfs Equities, INC.Broker
One Orchard Equities, INC.Broker
State Registrations10 states
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