Robert Paul Wermuth

Current Employers

Employment History

• 03/2004 → 09/2019
  Securian Financial Services
  St. Paul, MN
• 01/1995 → 12/2016
  Legacy Planning
  West Chester, PA
• 03/2004 → 09/2019
  Minnesota Life Insurance Company
  St. Paul, MN
• 01/2003 → 12/2016
  Papiton Brokers, Llc.
  West Chester, PA
• 09/2006 → 09/2019
  National Financial Network Llc
  New York, NY
• 10/2019 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 10/2004 → Present
  Legacy Planning Partners, Llc
  West Chester, PA
• 11/2024 → Present
  Hub International Investment Services Inc.
  Kansas City, MO
• 10/2025 → Present
  Lpl Financial Llc
  West Chester, PA
• 10/2025 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2019-10-01 → 2025-10-02
  Commonwealth Financial Network
  Waltham, MA
  West Chester, PA
• 2012-02-23 → 2019-10-07
  Securian Financial Services, Inc.
  West Chester, PA
  West Chester, PA
• 2002-06-24 → 2004-03-22
  New England Securities
  Radnor, PA

Other Businesses

1. 05/2025 - Rob Wermuth / Mark Capriotti (jointly) - Real Estate Rental - Investment related - 04 Hrs/Mth - 00 Hrs During Trading - West Chester, PA 19382 - OBA start date: 1/1/2020 2. 05/2025 - Legacy Planning - HUB International - Non-Variable Insurance - Investment related - 04 Hrs/Mth - 01 Hrs During Trading - West Chester, PA 19382 - OBA start date: 6/1/2025 3. 05/2025 - HUB RETIREMENT AND WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - At Reported Business Location(s) - OBA start date: 9/19/2025 4. 05/2025 - CRC Holding llc and Lp - Real Estate Rental - Investment related - 01 Hrs/Mth - 00 Hrs During Trading - West Chester, PA 19382 - OBA Start date: 3/1/2025 5. 05/2025 - See approved Non Variable Insurance OBA - Non-Variable Insurance - Trails Only - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - West Chester, PA 19382 - OBA Start date: 1/1/2000 6. 05/2025 - LEGACY PLANNING, A HUB INTERNATIONAL COMPANY - DBA for LPL Business (entity for LPL business) - Investment related - 00 Hrs/Mth - 00 Hrs During Trading - At Reported Business Location(s) - OBA start date: 9/19/2025 7. 05/2025 - HUB INTERNATIONAL - Outside/W-2 Employment - Not investment related - 00 Hrs/Mth - 00 Hrs During Trading - West Chester, PA 19382 - OBA start date: 11/1/2024 8. 10/08/2025- LEGACY PLANNING, A HUB INTERNATIONAL COMPANY- Registered Investment Advisor DBA- 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 10/2025. 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. 10. 10/08/2025- HUB RETIREMENT AND WEALTH MANAGEMENT- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date6/1/2025- 160 Hours Per Month- 8 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-18

Designations