Spencer Steven Welch

Current Employers

Employment History

• 09/2022 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 09/2020 → Present
  Hub International
  Chicago, IL
• 08/2019 → 08/2020
  Ct Industries
  Riverton, UT
• 08/2017 → 07/2019
  Church Of Jesus Christ Of Latter Day Saints
  Santo Domingo
• 08/2014 → 05/2017
  Herriman High School
  Herriman, UT
• 05/2025 → Present
  Lpl Financial Llc
  Sandy, UT

Other Businesses

1. Start Date: 9/14/2020 - HUB INTERNATIONAL - Outside/W-2 Employment - Not Investment Related - Sandy, UT 84070 - 0 Hrs/Mth - 0 Hrs During Trading. -  Time Spent: 0 2. Start Date: 05/23/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - SANDY, UT 84070 - 0 Hrs/Mth - 0 Hrs During Trading. -  Time Spent: 0 3. Start Date: 05/23/2025 - MRP, A DIV OF HUB INTERNATIONAL INVESTMENT SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - SANDY, UT 84070 - 0 Hrs/Mth - 0 Hrs During Trading. -  Time Spent: 0 4. 09/24/2025-HUB RETIREMENT AND WEALTH MANAGEMENT-Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 9/14/2020- 160 Hours Per Month- 8 Hours During Trading 5. 09/24/2025- MRP, A DIV OF HUB INTERNATIONAL INVESTMENT SERVICES- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 9/14/2020- 160 Hours Per Month- 8 Hours During Trading 6. 09/24/2025-GLOBAL RETIREMENT PARTNERS- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 2/3/2023- 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 2/2023. 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

• S63 Uniform Securities Agent State Law Examination
  2025-09-22
• S65 Uniform Investment Adviser Law Examination
  2023-02-03

Designations

Other Names

• Spencer Welch