Brandi Ann Wentz
Investment adviser representative at Global Retirement Partners LLC
26 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
26 years in the industry.
- Global Retirement Partners, LLCAug 2022 to now
- LPL FinancialAug 2022 to now
- Hub InternationalJun 2022 to now
- Kestra Financial, Inc.May 2019 to Jun 2022
- NfpApr 2019 to Jun 2022
- UnemployedNov 2018 to Mar 2019
- Fidelity Brokrage Services, IncApr 2000 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 4010108
- Firm CRD
- 172011