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Thomas Badger Herbruck

Investment adviser representative at Global Retirement Partners LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$169.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Global Retirement Partners, LLCApr 2017 to now
  2. LPL Financial, LLCApr 2017 to now
  3. Kestra Financial Services, Inc.Apr 2016 to Mar 2017
  4. Gallagher Benefit Services IncDec 2010 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993

State registrations

Registered as an investment adviser representative in 1 state (OH).

Global Retirement Partners LLC

$169.6BAssets managed
28,693Clients
473Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2375353
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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