Donald Lawrence German

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

• 06/2015 → Present
  Lpl Financial, Llc
  San Rafael, CA
• 04/2018 → Present
  Global Retirement Services, Llc
  San Rafael, CA
• 09/2019 → Present
  Hub International, Inc.
  Chicago, IL

Other Businesses

1. 04/05/2018 - GRP FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 80%/ SAN RAFAEL, CA. 2. 4/13/2018 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 4/9/2018 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 80% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 4/2018. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firms 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. 3. 9/12/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 09/15/2019 - 160 Hours Per Month/160 Hours During Securities Trading - HUB is buying the RIA. Role will remain the same but now will be employee of HUB International. 4. 4/15/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 5/7/2021 - 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 - Start Date: 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. 6. 08/12/2024 - Other - FINRA Arbitrator - Not Investment Related - Various Locations and Zoom - Start Date 10/01/2024 - 4 Hours Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-05
• S63 Uniform Securities Agent State Law Examination
  1996-07-11