Jeff is a Registered Representative with LPL Financial and an Investment Advisor Representative with Global Retirement Partners. As a well-known thought-leader and consultant in the retirement plan industry, Jeff Cullen specializes in helping corporations and non-profits design, implement and monitor successful retirement plans.
Over the past 16 years, Jeff has built a national practice by helping organizations align HR strategy & total rewards with participant goals through innovative plan design and fiduciary best practices. As a member of the national SRP Investment Committee, he is a specialist in investment due diligence processes and innovative QDIA strategies. Beginning with his very first client, designing customized employee education services that seek to improve participant outcomes has been a hallmark offering. His prior experience in HR outsourcing afforded him the opportunity to assist with designing plan administrator-centric services that strive to improve operational efficiencies, vendor management, compliance, and communication efforts for clients.
Jeff is passionate about the continued advancement of the retirement savings industry and ensuring a better future for American workers. To this end, he is actively engaged as an advisory board member to several service providers within the industry and speaks regularly at plan sponsor and industry conferences. He was invited to Capitol Hill to listen and advise top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers’ retirement security.
Jeff received his MBA from DePaul University, graduating with distinction. He earned the Accredited Investment Fiduciary (AIF) designation from The Center for Fiduciary Studies and has passed Level I of the Chartered Financial Analyst (CFA) Exam. He is an investment advisor representative and has passed the Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Examination) and Series 65 (Uniform Investment Adviser Law Examination) exams.*
Outside of the office, Jeff can be found cheering on his kids on from a sideline, rocking out on his guitar, or spending time with family and friends. Jeff resides in Shorewood, Illinois, with his wife and three children.
*Series 7 registration held through LPL Financial, Series 65 held through Global Retirement Partners, Series 66 held through both LPL Financial and Global Retirement Partners.
I don’t obsess over anything. Passion is an asset. Obsession is corrosive.
A baseball player, then rock guitarist, then entrepreneur by the time I graduated high school.
Everything music - listening/playing guitar, writing songs, and attending concerts.