Patrick Charles Sheridan
Investment adviser representative at Global Retirement Partners LLC
10 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
10 years in the industry.
- Global Retirement Partners, LLCApr 2025 to now
- Golden Mast InnAug 2023 to now
- M3 Insurance Solutions Inc.May 2022 to now
- Zorn CompressorDec 2021 to Jun 2023
- Williams CenterJan 2021 to Mar 2022
- University of Wisconsin WhitewaterSep 2020 to May 2023
- Oconomowoc Parks & RecJun 2020 to Jun 2023
- Nature Hill Intermediate SchoolOct 2019 to Jan 2021
- Oconomowoc High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8081368
- Firm CRD
- 172011