Great Lakes Bay Financial

Great Lakes Bay Financial (CRD# 297138) is a financial advisory firm headquartered in Saginaw, MI. They manage $50,137,725 in 469 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4901 Towne Centre Road, Suite 113, Saginaw, MI 48604
https://twitter.com/lakes_bay
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $106,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

MI, TX

Financial Advisors at Great Lakes Bay Financial
Showing 1 - 2 of 2 top financial advisors.
1
Suellen Estes, financial advisor Saginaw MI
Suellen C. Estes
CRD#: 1432367
4901 Towne Centre Road, Suite 113, Saginaw, MI 48604

Suellen Estes (CRD# 1432367) is an Investment Advisor Representative working at Great Lakes Bay Financial in Saginaw, MI and has over 38 years of experience in the finance industry.

2
Bradley Montgomery, financial advisor Saginaw MI
Bradley S. Montgomery
CRD#: 5139426
4901 Towne Centre Road, Suite 113, Saginaw, MI 48604

Bradley Montgomery (CRD# 5139426) is an Investment Advisor Representative working at Great Lakes Bay Financial in Saginaw, MI and has over 16 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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