SB
SB

Sean Bjork

26 Years of Experience
Northbrook, IL
BrokerSells Insurance

Sean Bjork is a registered investment advisor at Global Retirement Partners LLC, based in Northbrook, IL, with 26 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1033 Skokie Blvd Suite 210, Northbrook, IL, 60062

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Sean operates his LPL business under Bjork Asset Management, Inc. and 401K Advisors, LLC. He also provides investment advisory services through Global Retirement Partners and spends about 10% of his time selling non-variable insurance, including group medical, dental, and life policies through The Bjork Group, Inc.

Employment History
Current Registrations
Global Retirement Partners LLC
September 2018 - Present · 7 yrs 8 mos
LPL Financial LLC
January 2013 - Present · 13 yrs 4 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Independent Financial Partners
January 2011 - September 2018 · 7 yrs 8 mos
LPL Financial LLC
September 2009 - January 2011 · 1 yr 4 mos
Waterstone Financial Group, INC.
June 2002 - September 2009 · 7 yrs 3 mos
Sterling Portfolio Allocation Service INC
June 2002 - December 2003 · 1 yr 6 mos
Waterstone Financial Group, INC.Broker
January 2002 - September 2009 · 7 yrs 8 mos
One Orchard Equities, INC.Broker
December 1998 - August 2001 · 2 yrs 8 mos
State Registrations10 states
CACOFLGAIAILMNNCWAWI
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.
Sean Bjork - Financial Advisor | TrueAdvisor