Great Lakes Retirement, Inc.
Great Lakes Retirement, Inc. (CRD# 146608) is a financial advisory firm headquartered in Sandusky, OH. They manage $776,914,104 in 6,127 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management777MILLION
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Total Number of Accounts6,127ACCOUNTS
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Average Account Value$126,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, MI, NC, OH, SC, TN, TX
Nathaniel Fockler (CRD# 6557909) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sheffield Village, OH and has over 8 years of experience in the finance industry.
Jacob Kinsley (CRD# 6672364) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 6 years of experience in the finance industry.
Jarrett Lang (CRD# 6178721) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 11 years of experience in the finance industry.
William Lauer (CRD# 6695033) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 8 years of experience in the finance industry.
William Smith (CRD# 2671372) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 24 years of experience in the finance industry.
Andrew Toccaceli (CRD# 6250343) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 10 years of experience in the finance industry.