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Craig Burtis

Global Retirement Partners LLC
29 Years of Experience
Cedar Rapids, IA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Craig Burtis is a registered investment advisor at Global Retirement Partners LLC, based in Cedar Rapids, IA, with 29 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B in assets under management.

Global Retirement Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
489 advisors
Number of Clients
28,693 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$169.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3900 River Ridge Drive, NE, Suite B, Cedar Rapids, IA, 52402

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History

Regulatory History (1)
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Customer Dispute
February 2023
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Craig operates Diamond Capital Wealth Management Group as a DBA for his LPL business and provides investment advisory services through Global Retirement Partners, spending about 10-20% of his time on the latter. He also sells non-variable life insurance and is a notary.

Employment History
Current Registrations
Global Retirement Partners LLC
October 2021 - Present · 5 yrs
LPL Financial LLCBroker
October 2021 - Present · 5 yrs
Previous Registrations
Private Client Services, LLCBroker
April 2018 - November 2021 · 3 yrs 7 mos
Prime Capital Investment Advisors, LLC
July 2017 - November 2021 · 4 yrs 4 mos
Lawing Financial INC
November 2011 - October 2017 · 5 yrs 11 mos
Cambridge Investment Research, INC.Broker
November 2011 - April 2018 · 6 yrs 5 mos
New England Securities Corporation
March 2005 - November 2011 · 6 yrs 8 mos
New England SecuritiesBroker
May 2002 - November 2011 · 9 yrs 6 mos
Princor Financial Services CorporationBroker
February 2001 - May 2002 · 1 yr 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 1996 - January 2001 · 4 yrs 4 mos
State Registrations12 states
ALAZCACOFLIAIDILKYMONETN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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