Jeff Hughes, AIF®
515-237-0194
Jeff is the day to day contact for questions and concerns with retirement plans. He works closely with plan sponsors and fiduciaries, guiding them with support for their retirement plan decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, plan provider analysis, and strategic employee education.
Background
Jeff joined our team in early 2017 and has been focused on retirement plan business since 2003. Previously, he worked in the small to medium retirement market with one of the nation’s largest retirement service providers with experience in plan design, plan consulting, investment due diligence, employee education, and retirement plan fiduciary review meetings. In addition, he also worked at a local bank leading their 401(k) division.
Education
Jeff earned his Bachelor of Science in Finance from Iowa State University in 2002. He is an Investment Advisor Representative with Global Retirement Partners and holds the FINRA Series 7 and 63 registrations held through LPL Financial. His Series 66 is held with LPL Financial and Global Retirement Partners. Additionally, he is Life and Health Licensed in Iowa and Nebraska.
Jeff earned the AIF® designation in 2019. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
In his free time, Jeff enjoys coaching his daughters’ softball teams, volunteering, bicycling, running, and is a fisherman.
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba AssuredPartners Financial Advisors, an SEC registered investment advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.