Great Lakes Financial Strategies, LLC

Great Lakes Financial Strategies, LLC (CRD# 323837) is a financial advisory firm headquartered in Oshkosh, WI. They manage $3,026,251 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 1683, Oshkosh, WI 54903
https://www.greatlakesfs.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $137,557
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Great Lakes Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Debra Allison-Aasby, financial advisor Oshkosh WI
Debra L. Allison-Aasby
CRD#: 5787766
Oshkosh, WI

Debra Allison-Aasby (CRD# 5787766) is an Investment Advisor Representative working at Great Lakes Financial Strategies, LLC in Oshkosh, WI and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals