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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2024-06-28 |
| VA | RA | APPROVED | 2024-06-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Retirment Partners | Shorewood | IL | 01/2016 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 04/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
Business Name: Strategic Retirement Partners, LLC Investment Related: Yes Address: 111 Bulifants Blvd Suite D Williamsburg VA 23185 Nature of Business: Consulting Position, Title or Relationship: Partner Start Date: 4/1/2015 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Selling, meeting, advice for retirement plan committees on their plans. Have quarterly meeting to go over investment due diligence. Teach Fiduciary Governance to the Committee. Provide independent Benchmarking of service providers to the Plan Sponsor. Provide Participant education on group and one-on-one meetings.Business Name: Given To Fly, LLC Investment Related: No Address: 25434 Prairie Lane Shorewood IL 60404 Nature of Business: Other Other/None of the Above None of the above Position, Title or Relationship: Wholly owned subsidiary of Strategic Retirement Advisors LLC of which I am a member Start Date: 1/17/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Review and evakuate investment opportunities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-25 |
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