Blake Richard Schreck
Investment adviser representative at Global Retirement Partners LLC
17 yearsExperience
8 statesRegistered 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
17 years in the industry.
- LPL Financial LLCApr 2025 to now
- Global Retirement Partners, LLCApr 2015 to now
- Fidelity InvestmentsMar 2025 to Apr 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2025
- Fidelity Brokerage Services LLCJul 2008 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 8 states (CA, CO, ID, NV, OR, UT, WA, WY).
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
- 4691253
- Firm CRD
- 172011