Craig Alan Burtis
Investment adviser representative at Global Retirement Partners LLC
15 yearsExperience
1 stateRegistered in
$169.6BFirm assets
12 yearsFirm in business
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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
15 years in the industry.
- Global Retirement Partners, LLCOct 2021 to now
- LPL Financial LLCOct 2021 to now
- Private Client ServicesApr 2018 to Oct 2021
- Prime Capital Investment Advisors, LLCJul 2017 to Oct 2021
- Cambridge Investment Research, IncNov 2011 to Apr 2018
- Lawing Financial Inc.Nov 2011 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 2757496
- Firm CRD
- 172011