Kelli Jean Davis
Investment Adviser Representative at Global Retirement Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelli Jean Davis is an investment adviser representative with Global Retirement Partners LLC in Indianapolis, IN, where they have been registered since 2017. They have worked in the securities industry since 2004 and have been registered with 3 firms, including MML Investors Services, LLC and Securian Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
10 states and territories
Florida, Georgia, Illinois, Indiana, Kentucky, Missouri, Ohio, South Carolina, Virginia, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WEST Point Financial GroupMay 2004 – Feb 2017Indianapolis, IN
- MML Investors ServicesAug 2005 – Feb 2017Indianapolis, IN
- MassmutualAug 2005 – Feb 2017Indianapolis, IN
- LPL Financial, LLCFeb 2017 – no end date reportedIndianapolis, IN
- Global Retirement Partners, LLCFeb 2017 – no end date reportedIndianapolis, IN
- HUB InternationalJun 2022 – no end date reportedIndianapolis, IN
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Global Retirement Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $1,000,0002.00%
- $1,000,001 to $2,000,0001.50%
- Over $2,000,0011.00%
- Investment Management + Planning: Less than $500,0001.25%
+8 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 472
- Offices listed on AdvisorFinder:
- 25
- Main office:
- San Rafael, CA
- SEC file number:
- 801-80074
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Global Retirement Partners LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelli Jean Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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