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 […]
Tarheel Advisor Joins National Retirement Plan Focused Firm, SRP
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 […]
Strategic Retirement Partners Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews
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 […]
Powerhouse LA Team Joins Strategic Retirement Partners
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 […]
Elite Advisor Groups Unite
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.