Luke Caplan
Investment adviser representative at Global Retirement Partners LLC
14 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
14 years in the industry.
- Global Retirement Partners, LLCApr 2025 to now
- Kelly BenefitsApr 2025 to now
- LPL Financial LLCApr 2025 to now
- New WesternJul 2024 to Jan 2025
- Northwestern Mutual Wealth Management CompanyNov 2023 to Jul 2024
- Northwestern Mutual Investment Services LLCMar 2023 to Jul 2024
- Northwestern Mutual Life Insurance CompanySep 2022 to Jul 2024
- StudentAug 2012 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7609331
- Firm CRD
- 172011