Great Lakes Retirement Planning LLC
Great Lakes Retirement Planning LLC (CRD# 290434) is a financial advisory firm headquartered in Cleveland, OH. They manage $4,245,455 in 70 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Great Lakes Retirement Planning LLC
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts70ACCOUNTS
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Average Account Value$60,649
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH, OH, TX
Financial Advisors at Great Lakes Retirement Planning LLC
1
Seku Shabazz (CRD# 5988727) is an Investment Advisor Representative working at Great Lakes Retirement Planning LLC in Cleveland, OH and has over 9 years of experience in the finance industry.
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