Ethan Pensak

Current Employers

Employment History

• 02/2016 → 04/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2018 → 09/2019
  Minnesota Life
  St. Paul, MN
• 08/2018 → 09/2019
  Securian Financial Services Inc.
  St. Paul, MN
• 08/2018 → Present
  Legacy Planning Partners
  Plymouth Meeting, PA
• 05/2017 → 06/2018
  Massmutual Greater Philadelphia
  Bala Cynwyd, PA
• 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
  Blue Bell, PA
• 10/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2019-10-01 → 2025-10-02
  Commonwealth Financial Network
  Horsham, PA
  Shavertown, PA
• 2018-09-10 → 2019-10-07
  Securian Financial Services, Inc.
  Plymouth Meeting, PA

Other Businesses

1. 05/2025 - REAL ESTATE - Real Estate Rental - Investment Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - BLUE BELL, PA 19422 - OBA Start Date: 11/1/2024 2.05/2025 - Legacy Planning a Hub International Company - Non-Variable Insurance - Investment Related - 5 Hour(s)/Month - 1 Hour(s) During Trading - Horsham, PA 19044- OBA Start Date: 6/1/2025 3. 05/2025 - LEGACY PLANNING, A HUB INTER NATIONAL COMPANY - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Horsham, PA 19044- OBA Start Date: 9/19/2025 4. 05/2025 - Research Participant - Outside/W-2 Employment - Not Investment Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Conshohocken, PA 19428- OBA Start Date: 1/1/2022 5. 05/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - BLUE BELL, PA 19422- OBA Start Date: 11/1/2025 6. 05/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Horsham, PA 19044- OBA Start Date: 9/19/2025 7. 10/08/2025- HUB RETIREMENT AND WEALTH MANAGEMENT- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours During Trading 8. 10/08/2025- LEGACY PLANNING, A HUB INTERNATIONAL COMPANY- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 160 Hours Per Month- 8 Hours During Trading 9. 10/08/2025- GLOBAL RETIREMENT PARTNERS- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 6/1/2025- 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-05
• S63 Uniform Securities Agent State Law Examination
  2016-03-10

Other Names

• Ethan Pensak
• Ethan Julius Pensak