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Home > Retirement Planners > ohio > sandusky > GREAT LAKES RETIREMENT, INC.
GREAT LAKES RETIREMENT, INC.
4604 Timber Commons Drive
Sandusky, Ohio 44870
Tel: 419-626-8600
About GREAT LAKES RETIREMENT, INC.
GREAT LAKES RETIREMENT, INC, formally registered with the SEC as GREAT LAKES RETIREMENT, INC. The firm was established in 02/27/2017. They have over 4 offices throughout the country.
GREAT LAKES RETIREMENT, INC. is a Sandusky, Ohio based Financial Planning firm with nearly $776,914,104 assets under management, offering retirement planning & investment advisory services to 6127 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146608 |
| SEC# | 801-110042 |
| Assets Managed by Firm | $776,914,104 |
| No. of Clients | 6127 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6127 | $776,914,104 |
| Individuals (other than high net worth individuals) | 1247 | $470,926,878 |
| High net worth individuals | 173 | $302,403,541 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,583,685 |
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