Great Lakes Financial Planning, LLC
Great Lakes Financial Planning, LLC (CRD# 154392) is a financial advisory firm headquartered in , . They manage $12,441,959 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$6,220,980
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Craig Beutler (CRD# 5777234) is an Investment Advisor Representative working at Great Lakes Financial Planning, LLC in Bloomfield Hills, MI and has over 9 years of experience in the finance industry. Craig Beutler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.