Patrick
Lillis

Global Retirement Partners LLC

CRD#2401680
Investment Advisor
in Leawood, KS

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About this Advisor

Patrick Lillis is a financial advisor who works out of Leawood, Kansas who has 4 years of industry experience. Lillis is on the advisory team at Global Retirement Partners LLC. Over the course of their career, they have held roles at Principal Life Insurance Co, Global Retirement Partners, LLC, Princor Financial Services and Lpl Financial LLC. Lillis maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas and Missouri. Global Retirement Partners LLC is a registered investment business that has its headquarters in San Rafael, CA. The firm has offices in 193 locations and a total of 453 people on staff. It oversees $120 billion in assets across its 25,479 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 40 charitable organizations. Of its 25,479 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. Global Retirement Partners LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which service is offered. Fee types charged by Global Retirement Partners LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Leawood, KS

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Global Retirement Partners LLC Brokerage Details

Total Assets Under Management

$119,814,842,543

KS Average: $7,578,581,321
Total Number of Employees

453

KS Average: 43
Total Number of Accounts

25,479

KS Average: 3,727
Average Account Size

$4,702,494

KS Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Patrick Lillis Work History

Patrick has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Global Retirement Partners, LLC

2019 - Present (5 years)

Lpl Financial LLC

2004 - 2019 (15 years)

Principal Life Insurance Co

2004 - 2019 (15 years)

Princor Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patrick Lillis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Global Retirement Partners LLC

Robert Wagner
San Rafael, CA
Amy Gomez
Fort Washington, PA
Brayden El-Bakri
San Rafael, CA
Michael Gheen
Cleveland, OH
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Kevin Bove
Pittsburgh, PA
Frederik Arroyave
San Rafael, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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