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SRP Logo: Return to the Homepage
  • Request a Meeting
  • What We Do
    • Retirement Plan Consulting
    • 401(k) / 403(b) Plans
    • Defined Benefit Plans
    • Cash Balance
    • ESOP
    • Workplace Financial Wellness
    • Wealth Management
    • Executive Benefits
    • Institutional Investment Management
    • Endowments & Foundations
    • Corporate Cash Management
    • Outsourced 3(38) Investment Management
  • Who We Are
    • Our Story
    • In the News
    • Blogs
    • Our Team
  • Our Approach
    • A Good Process
    • Solid Fiduciary Foundation
    • Thoughtful Plan Design
    • Fiduciary Training
    • Benchmarking
  • Client Resources
    • Plan Sponsor Resources
    • Upcoming Webinars
    • Individual Investors &
      Employee Resources
  • For Advisors

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Tony Zantua

Tony Zantua

Fue Yang

Fue Yang

Lisa Wilson

Lisa Wilson

Laura Woodland

Laura Woodland

Andy Wheeler

Andy Wheeler

Larry Vogt

Larry Vogt

Catarina Totten

Catarina Totten

Daniel Torres

Daniel Torres

Max Taylor

Max Taylor

Matt Stolle

Matt Stolle

Marissa Soto

Marissa Soto

Kevin Skiffington

Kevin Skiffington

Kate Shaver

Kate Shaver

Sara Seyer

Sara Seyer

Marie Serchen

Marie Serchen

Lisa Schebler

Lisa Schebler

Tom Sawyer

Tom Sawyer

Jessica Roush

Jessica Roush

Geoff Roush

Geoff Roush

Michael Rich

Michael Rich

Alex Racinski

Alex Racinski

Brian Quinn

Brian Quinn

Amanda Poole

Amanda Poole

Shelly Peterson

Shelly Peterson

Jill Penman

Jill Penman

Morgan Pendleton

Morgan Pendleton

Eric Obergfell

Eric Obergfell

Jim Norland

Jim Norland

Zachary Nelson

Zachary Nelson

Zach Morris

Zach Morris

Bert Moody

Bert Moody

Samantha Militello

Samantha Militello

Kate Matier

Kate Matier

Amanda Marnocha

Amanda Marnocha

Rich Lombard

Rich Lombard

Nick Lohman

Nick Lohman

Jack Lohman

Jack Lohman

Brandon Lawrence

Brandon Lawrence

Fofee Kotrotsos

Fofee Kotrotsos

Megan Kohley

Megan Kohley

Jim Klomparens

Jim Klomparens

Joe Kerrigan

Joe Kerrigan

Maxx Kempton

Maxx Kempton

Jacob Janowski

Jacob Janowski

Chris Janowski

Chris Janowski

Sarah Hughes

Sarah Hughes

Max Horowitz

Max Horowitz

Carin Hansen

Carin Hansen

Ann Hansen

Ann Hansen

Stacy Haaland

Stacy Haaland

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Strategic Retirement Partners (SRP) is a national team of more than 130 professionals dedicated to helping you and your employees get the most out of your retirement plan experience.

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Strategic Retirement Partners has attained Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX) for Investment advisory and investment manager services.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

CEFEX Investment Advisor, certified since 12/21/2018. Verified on 02/08/2024.
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