Great Lakes Advisors, LLC

Great Lakes Advisors, LLC (CRD# 110757) is a financial advisory firm headquartered in Chicago, IL. They manage $13,863,779,241 in 3,330 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,864
    MILLION
  • Total Number of Accounts
    3,330
    ACCOUNTS
  • Average Account Value
    $4,163,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Great Lakes Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Christy A. Coon
CRD#: 1322135
231 S. Lasalle Street, 4th Floor, Chicago, IL 60604

Christy Coon (CRD# 1322135) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has over 39 years of experience in the finance industry.

2
Charles W. Dillon
CRD#: 1113275
231 S. Lasalle Street, 4th Floor, Chicago, IL 60604

Charles Dillon (CRD# 1113275) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has over 40 years of experience in the finance industry.

3
Bruce A. Ebel
CRD#: 1324444
231 S. Lasalle Street, 4th Floor, Chicago, IL 60604

Bruce Ebel (CRD# 1324444) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

4
Ronee N. Greazel
CRD#: 2862289
231 S. Lasalle Street, 4th Floor, Chicago, IL 60604

Ronee Greazel (CRD# 2862289) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

5
Patrick M. Morrissey
CRD#: 1257347
231 S. Lasalle Street, 4th Floor, Chicago, IL 60604

Patrick Morrissey (CRD# 1257347) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has over 31 years of experience in the finance industry.

6
Richard M. Rokus
CRD#: 2024603
231 S. Lasalle Street, 4th Floor, Chicago, IL 60604

Richard Rokus (CRD# 2024603) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has over 30 years of experience in the finance industry.

7
Steven N. Schenker
CRD#: 2368195
231 S. Lasalle Street, 4th Floor, Chicago, IL 60604

Steven Schenker (CRD# 2368195) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has over 17 years of experience in the finance industry.

8
John D. Bright
CRD#: 3005414
7650 W. Courtney Campbell Causeway, Suite 1175, Tampa, FL 33607

John Bright (CRD# 3005414) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Tampa, FL and has over 24 years of experience in the finance industry.

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