Morgan Stanley
47yrs
Top advisor by experience in Lisle
28yrs
Scott Krase has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Lisle, Illinois. After three years at RCM Wealth Advisors and two years at Global Financial Private Capital, Scott joined Global Retirement Partners in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 222 advisors with offices in Lisle, and one of 212 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office750 Warrenville Road, Suite 400, Lisle, IL 60532
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$607,155
Advisors at the firm460
States licensed ?1 state
Services through Global Retirement Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowGlobal Retirement Partners LLCCurrent firm
- 2018 – 2021RCM Wealth AdvisorsPreviously
- Sep 2016 – Mar 2018Global Financial Private Capital, Inc.Previously
- Mar 2016 – Aug 2016Edward JonesPreviously
Contact Scott
(415) 526-2753Firm headquarters in San Rafael, CA. Ask for Scott. 750 Warrenville Road, Suite 400Lisle, IL 60532Office · Get directions
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Global Retirement Partners at (415) 526-2753 and ask for Scott Krase. Scott works from the Lisle, IL office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
What licenses does Scott hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Global Retirement Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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