Scott Lippa has joined the Strategic Retirement Partners (SRP) team, a national and independent retirement plan consulting group of experienced advisory talent. He will be joining forces with current SRP […]
Shorewood, IL March 1, 2021— Strategic Retirement Partners has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today. Strategic Retirement Partners was […]
A highly sought after North Carolina retirement focused advisor, Jonathon Schultheiss, and his team have joined Strategic Retirement Partners (SRP), a leading national aggregator of top advisory talent. Jonathon has […]
InvestmentNews has recognized Strategic Retirement Partners (SRP) as a 2020 Best Places to Work for Financial Advisers. Strategic Retirement Partners was chosen as one of this year’s top-75 firms based […]
Doug Bermudez and Erin Hall have joined Strategic Retirement Partners (SRP), a leading national retirement plan aggregator. Through their retirement plan consulting practice in the Los Angeles area, Bermudez and […]
Ann-Marie Sepuka and her team have joined Strategic Retirement Partners (SRP), one of the leading retirement plan aggregators in the US. For over two decades, Ann-Marie has worked with companies […]
Global Retirement Partners, LLC (GRP) and Strategic Retirement Partners (SRP) announced on Monday, April 1st, a strategic partnership designed to leverage their respective company’s core competencies and create industry leading scale. This transaction will add 17 SRP offices with $10B AUM to GRP, LPL’s largest retirement plan focused hybrid RIA, with nearly $40B in AUM. This partnership will bring together two of the industry’s premier thought leaders and innovators.