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  • What We Do
    • Retirement Plan Consulting
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Request a Meeting
SRP Logo: Return to the Homepage
  • Request a Meeting
  • What We Do
    • Retirement Plan Consulting
    • 401(k) / 403(b) Plans
    • Defined Benefit Plans
    • Cash Balance
    • ESOP
    • Workplace Financial Wellness
    • Personal Financial Advice
    • Institutional Investment Management
    • Endowments & Foundations
    • Corporate Cash Management
    • Outsourced 3(38) Investment Management
    • Executive Benefits
  • Who We Are
    • Our Story
    • In the News
    • Our Team
  • Our Approach
    • A Good Process
    • Solid Fiduciary Foundation
    • Thoughtful Plan Design
    • Fiduciary Training
    • Benchmarking
  • Client Resources
    • Plan Sponsor Resources
    • Upcoming Webinars
    • Employee Education
  • For Advisors

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Savannah Waffird

Savannah Waffird

Catarina Totten

Catarina Totten

Marissa Soto

Marissa Soto

Kate Shaver

Kate Shaver

Amanda Poole

Amanda Poole

Shelly Peterson

Shelly Peterson

Morgan Pendleton

Morgan Pendleton

Zachary Nelson

Zachary Nelson

Amanda Marnocha

Amanda Marnocha

Carin Hansen

Carin Hansen

Karen Hagerman

Karen Hagerman

Stacy Haaland

Stacy Haaland

Molly Gillis

Molly Gillis

Sherry Giannone

Sherry Giannone

Christina Gelardi

Christina Gelardi

Jodi Favire

Jodi Favire

Amy Denikas

Amy Denikas

Noelle Daniels

Noelle Daniels

Kristen Corne

Kristen Corne

Nicole Cook

Nicole Cook

Cheryl Castillo

Cheryl Castillo

Rachel Bielefeld

Rachel Bielefeld

Michael Ashby

Michael Ashby

Jacqui Skiffington

Jacqui Skiffington

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Strategic Retirement Partners (SRP) is a national team of more than 130 professionals dedicated to helping you and your employees get the most out of your retirement plan experience.

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Strategic Retirement Partners has attained Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX) for Investment advisory and investment manager services.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

CEFEX Investment Advisor, certified since 12/21/2018. Verified on 02/08/2024.
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