How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1)10/2015 - DBA for LPL Business (entity for LPL business) - Strategic Retirement Partners - 100% - INVESTMENT RELATED - SHOREWOOD, IL 60404 2)04/2019 - Business Entity For Tax/Investment Purposes Only - SRP HOLDINGS GROUP, LLC - 0% - INVESTMENT RELATED - SHOREWOOD, IL 60404 3)10/2015 - DBA for LPL Business (entity for LPL business) - SRP - 100% - INVESTMENT RELATED - SHOREWOOD, IL 60404. 4) 4/4/2019 - Global Retirement Partners - DBA: Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Client Relationship Manager/Consultant - Start Date: 10/2015 - 45 Hours Per Month/45 Hours During Securities Trading - I provide investment advisory services through Strategic Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 45 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 4/15/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR. 6) 4/15/2019 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2015.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Jill Kay Penman

Experience: 23 years / 7 firms

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