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Advisors / Illinois / Northbrook
20yrs

Ignacio Morrell

Financial advisor at Global Retirement Partners

Ignacio Morrell is a fiduciary financial advisor in Northbrook, Illinois, with 20 years in the industry. After a year at Sheridan Road Advisors and eight years at Independent Financial Partners, Ignacio joined Global Retirement Partners in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Global Retirement Partners reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 313 advisors with offices in Northbrook, and one of 295 fiduciaries.

Northbrook, IL 60062Fiduciary advisor

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors in Illinois
Office707 Skokie Blvd., Suite 400, Northbrook, IL 60062
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. Dec 2021 – Oct 2022
    Sheridan Road Advisors, LLC, a HUB International CompanyPreviously
  3. 2010 – 2018
  4. 2007 – 2010
    Edward JonesPreviously

Questions to ask Ignacio

Tailored to Ignacio’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ignacio

How do I contact Ignacio?

Call Global Retirement Partners at (415) 526-2753 and ask for Ignacio Morrell. Ignacio works from the Northbrook, IL office.

How long has Ignacio been a financial advisor?

Ignacio has been in the industry since 2006, about 20 years. More experience than 62% of advisors in Illinois.

What licenses does Ignacio hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Ignacio a fiduciary?

Ignacio is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ignacio paid?

Global Retirement Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ignacio 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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