Ciara Sharp Hanratty

Employer firm

Hub Investment Partners, LLC CRD 307956

$11.9B regulatory AUM 63 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Hub Investment Partners, Llc

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-08-26
TX	RA	APPROVED	2025-08-07

AZ RA
APPROVED

Since 2025-08-26
TX RA
APPROVED

Since 2025-08-07

Branch Locations

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

8777 N. Gainey Center Drive, Suite 201, Scottsdale, AZ 85258 • United States

Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-10-31
UT	RA	APPROVED	2022-06-17
TX	RA	APPROVED	2022-06-16

AZ RA
APPROVED

Since 2022-10-31
UT RA
APPROVED

Since 2022-06-17
TX RA
APPROVED

Since 2022-06-16

Branch Locations

8777 N. Gainey Center Drive, Suite 201, Scottsdale, AZ 85258 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealthplan Advisors	Scottsdale	AZ	08/2011	Present
Wealthplan Advisors	Scottsdale	AZ	05/2019	Present
Hub International	Chicago	IL	06/2022	Present
Global Retirement Partners, Llc	San Rafael	CA	06/2022	Present
Hub Investment Partners	Austin	TX	08/2025	Present

08/2011 → Present

Wealthplan Advisors

Scottsdale, AZ
05/2019 → Present

Wealthplan Advisors

Scottsdale, AZ
06/2022 → Present

Hub International

Chicago, IL
06/2022 → Present

Global Retirement Partners, Llc

San Rafael, CA
08/2025 → Present

Hub Investment Partners

Austin, TX

Previous Registrations

2013-09-09 → 2023-02-07

Wealthplan Advisors, Llc

Scottsdale, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-02-11

S65 Uniform Investment Adviser Law Examination

2013-02-11

Designations

Certified Financial Planner

Other Names

Ciara Sharp Hanratty
Ciara Danielle Sharp
Ciara Danielle Sharp

View on SEC IAPD