Brendan Patrick Speers

Current Employers

Employment History

• 09/2014 → 09/2019
  Minnesota Life Ins Co
  St Paul, MN
• 09/2014 → 09/2019
  Securian Financial Services, Inc
  St Paul, MN
• 09/2014 → Present
  Legacy Planning Partners
  Plymouth Meeting, PA
• 09/2019 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/2024 → Present
  Hub International Investment Services Inc.
  Kansas City, MO
• 10/2025 → Present
  Lpl Financial Llc
  Blue Bell, PA
• 10/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2019-10-01 → 2025-10-02
  Commonwealth Financial Network
  Waltham, MA
  Horsham, PA
  Ottsville, PA
• 2014-09-30 → 2019-10-07
  Securian Financial Services, Inc.
  Plymouth Meeting, PA
• 2012-02-10 → 2014-09-18
  Lpl Financial Llc
  Pittsburgh, PA
• 2010-01-01 → 2012-01-06
  Wells Fargo Clearing Services, Llc
  Monroeville, PA

Other Businesses

1.10/01/2025 - Hub Retirement and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Horsham, PA 19044 - OBA Start Date: 06/01/2025 2. 10/01/2025 - Legacy Planning, A Hub International Company - Non-Variable Insurance - Investment Related - 1 Hrs/Mth - 1 Hrs During Trading - Horsham, PA 19044 - OBA Start Date: 01/01/2025 3. 10/01/2025 - Hub International - Outside/W-2 Employment - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Horsham, PA 19044 - OBA Start Date: 11/01/2024 4. 10/01/2025 - B & L Real Estate One LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Ottsville, PA 18942 - OBA Start Date: 01/01/2022 5. 10/01/2025 - Legacy Planning, A Hub International Company - DBA for LPL Business (entity for LPL business) - Investment Related - Horsham, PA 19044 - OBA Start Date: 06/01/2025 6. 10/01/2025 - Retirement Plan Consulting Associates LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Ottsville, PA 18942 - OBA Start Date: 01/01/2019 7. 10/01/2025 - Brendan Speers - Non-Variable Insurance Trails Only - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Ottsville, PA 18942 - OBA Start Date: 01/01/2025 8. 10/08/2025- Global Retirement Partners- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading- I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 10/08/2025- Legacy Planning, A Hub International Company- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading 10. 10/08/2025- Hub Retirement and Wealth Management- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 06/01/2025- 160 Hours Per Month- 8 Hours During Trading 11. 02/26/2026 - Bar None One LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Ottsville, PA - Start Date 01/21/2026 - 10 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2009-12-23
• S63 Uniform Securities Agent State Law Examination
  2008-05-05

Other Names

• Brendan P Speers