Patrick Ilcin
Investment adviser representative at Global Retirement Partners LLC
12 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
12 years in the industry.
- Global Retirement Partners, LLCJul 2025 to now
- Nfp RetirementOct 2021 to Jul 2025
- Charles SchwabJun 2018 to Oct 2021
- Woodstock Country ClubNov 2017 to Jun 2018
- Charles SchwabJun 2017 to Aug 2017
- Valeo Financial AdvisorsJan 2017 to May 2017
- Butler University LibrariesAug 2016 to May 2018
- Scotty's DawghouseMay 2016 to Dec 2016
- Butler UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6815821
- Firm CRD
- 172011