Jeffrey Boll
Jeffrey Boll is a registered investment advisor at Global Retirement Partners LLC, based in Prairie du Sac, WI, with 12 years of industry experience. Jeffrey 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
1420 North Ridge Drive, Prairie du Sac, WI, 53578
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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
Jeffrey is involved in several business activities, including non-variable insurance trails with Modern Woodmen of America (minimal time), serving as a Village Trustee of Sauk City (minimal time), and providing investment advisory services through Global Retirement Partners and Assured Partners Financial Advisors (full-time for each). Assured Partners Financial Advisors is also a DBA for his LPL business.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services 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.