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
1300 East 9th Street, Suite 1200, Cleveland, OH 44114
https://www.greatlakes_retirement.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NH, OH, TX

Financial Advisors at Great Lakes Retirement Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Seku Shabazz, financial advisor Cleveland OH
Seku N. Shabazz
CRD#: 5988727
1300 East 9th Street, Suite 1200, Cleveland, OH 44114

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.

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.

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