Spencer Josiah Stilwell
Investment adviser representative at Global Retirement Partners LLC
11 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
11 years in the industry.
- Global Retirement Partners, LLCFeb 2021 to now
- LPL Financial, LLCFeb 2021 to now
- Hub International, Inc.Jul 2020 to now
- Pop's Wellness LLCJun 2018 to now
- Hub International Investment Services, Inc.Nov 2020 to Feb 2021
- Gus Bates Financial Service LLCJun 2019 to Jul 2020
- Gus Bates Financial Service LLCMar 2019 to May 2019
- Texas Christian UniversityAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
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
- 7100051
- Firm CRD
- 172011