Melissa Sara Gerhardt

Current Employers

Employment History

• 01/2012 → Present
  Legacy Planning Partners
  Allentown, PA
• 01/2012 → 09/2019
  Securian Financial Services, Inc
  St. Paul, MN
• 01/2012 → 09/2019
  Minnesota Life Insurance
  St. Paul, MN
• 10/2019 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 11/2024 → Present
  Hub International Investment Services Inc.
  Kansas City, MO
• 10/2025 → Present
  Lpl Financial Llc
  Allentown, PA
• 10/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2019-10-01 → 2025-10-02
  Commonwealth Financial Network
  Allentown, PA
  Mertztown, PA
• 2012-02-22 → 2019-10-07
  Securian Financial Services, Inc.
  Allentown, PA
• 2010-09-01 → 2012-01-25
  New England Securities
  Bethlehem, PA

Other Businesses

1. 10/01/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - ALLENTOWN, PA 18103 - OBA Start Date: 11/1/2015 2. 10/01/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - OBA Start Date:6/1/2025 3. 10/01/2025 - MG FINANCIAL CONSULTING LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Mertztown, PA 19539 - OBA Start Date: 1/1/2024 4. 10/01/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related- At Reported business location(s) - OBA Start Date: 6/1/2025 5. 10/01/2025 - Legacy Planning a HUB International Company - Non-Variable Insurance - Investment Related - 16 Hour(s)/Month - 4 Hour(s) During Trading - Allentown, PA 18103 - OBA Start Date: 6/1/2025 6. 10/08/2025- HUB RETIREMENT AND WEALTH MANAGEMENT - Registered Investment Advisor DBA - Inv rel - At reported business location(s) - Start date: 06/1/2025 100 hrs/mnth 8 hrs during Trading. 7. 10/08/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - Registered Investment Advisor DBA - Inv rel - At reported business location(s) - Start date: 06/1/2025 120 hrs/mnth 8 hrs during Trading. 8. 10/08/2025 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Inv rel - At reported business location(s) - Start date: 06/1/2025 160 hrs/mnth 8 hrs 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-15
• S63 Uniform Securities Agent State Law Examination
  2008-12-30

Designations

Other Names

• Melissa Fritzinger
• Melissa Sara Fritzinger