John Friedrich Wenz

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial, Llc
  Fort Washington, PA
• 12/2010 → 03/2019
  Independent Financial Partners
  Fort Washington, PA
• 04/2019 → Present
  Global Retirement Partners, Llc
  Ft. Washington, PA
• 11/2025 → Present
  Hub International Investment Services
  Kansas City, MO

Previous Registrations

• 2011-03-15 → 2019-04-03
  Independent Financial Partners
  Ft. Washington, PA
• 2008-02-26 → 2010-12-01
  Nrp Advisors, Inc.
  Ft Washington, PA

Other Businesses

1. 11/30/2010: NON-VARIABLE INSURANCE - SELL LIFE AND HEALTH INSURANCE. - TIME SPENT 5% - FORT WASHINGTON, PA. 2. 11/30/2010: OTHER-ENTITY FOR TAX/ACCOUNTING PURPOSES - WHARTON RETIREMENT SERVICES - USED FOR ONLY ME AND IT IS WHERE I PAY ALL BILLS OUT OF. I DO NOT HOLD THIS NAME OUT TO THE PUBLIC FOR ANY SECURITIES BUSINESS. - TIME SPENT 1% - FORT WASHINGTON, PA. 3. 11/30/2010: DBA ONLY - WHARTON HILL ADVISORS - FORT WASHINGTON, PA. 4. 11/28/2016 - Fairmount Construction LLC - Investment Related - 1045 Stony Brook Drive, Blue Bell PA 19422 - Business Entity For Tax/Investment Purposes Only - Started 11/12/2015 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 9/12/2019 - WhartonHill Advisors, a division of HUB International - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB international is buying my practice and will be 100% owner. My role will remain the same but will now be an employee of HUB. 7. 9/26/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 8. 9/26/2019 - Global Retirement Partners, LLC - DBA: WhartonHill Advisors, A Division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/13/2019 - 160 Hours Per Month/160 Hours During Securities Trading - Financial Planning. 9. 11/12/2019 - HUB International Investment Services Inc. - Not Investment Related - At Reported Business Location(s) - Other-Accommodation Broker/Dealer - Start Date: 10/31/2019 - 0 Hours Per Month - Only registered with the entity to receive compensation paid to this entity from LPL. 10. 12/7/2020 - No Business Name - Investment Related - Avalon, NJ 08202 - Real Estate Rental - Started 07/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 11. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021 - 160 Hours Per Month During Securities Trading. 12. 5/11/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Started 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-02-04
• S65 Uniform Investment Adviser Law Examination
  2002-01-14

Other Names

• John Friedrich Wenz