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Susan R Blassingame

Investment adviser representative at Global Retirement Partners LLC
18 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

18 years in the industry.

  1. Global Retirement Partners, LLCJun 2021 to now
  2. LPL Financial, LLCFeb 2021 to now
  3. Gus Bates, a Division of Hub InternationalSep 2020 to now
  4. Nfp Securities, Inc. / KestraNov 2008 to now
  5. Gus Bates Insurance & InvestmentsOct 2008 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

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

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
5618455
Firm CRD
172011
Advisor's SEC record (opens in a new tab)
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