Melissa Sara Gerhardt
Investment adviser representative at Global Retirement Partners LLC
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$169.6BFirm assets
Are you Melissa Sara Gerhardt? Claim your profile
Contact this firm
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
14 years in the industry.
- Global Retirement Partners, LLCOct 2025 to now
- LPL Financial LLCOct 2025 to now
- Hub International Investment Services Inc.Nov 2024 to now
- Legacy Planning PartnersJan 2012 to now
- Commonwealth Financial NetworkOct 2019 to Oct 2025
- Minnesota Life InsuranceJan 2012 to Sep 2019
- Securian Financial Services, IncJan 2012 to Sep 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5610484
- Firm CRD
- 172011