Richard Austin Debartolo

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

• 08/2012 → 05/2016
  Full Time Student
  Davenport, IA
• 07/2016 → 12/2016
  Farm Bureau
  W Des Moines, IA
• 01/2017 → 06/2022
  Principal Life Insurance
  W Des Moines, IA
• 02/2018 → 06/2022
  Principal Securities
  W Des Moines, IA
• 06/2022 → Present
  Lpl Financial Llc
  West Des Moines, IA
• 07/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Other Businesses

1. 05/28/2024 - Ash Brokerage - Non-Variable Insurance - Individual Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 05/21/2024 - 20 Hours Per Month/ During Trading 2. 07/08/2024 - The Insurance Partners - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 07/03/2024 - 8 Hours Per Month/ During Trading 3. 12/02/2024 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/23/2022 - 160 hours per month/ 6 hours during trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2022. 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. 4. 12/02/2024 - ASSURED PARTNERS FINANCIAL ADVISORS - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/23/2022 - 160 hours per month/ 6 hours during trading 5. 12/02/2024 - Assured Partners Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/03/2024 - 160 hours per month/ 120 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-06-24

Other Names

• Rick Debartolo