Great Lakes Financial Strategies, LLC
Great Lakes Financial Strategies, LLC (CRD# 323837) is a financial advisory firm headquartered in Oshkosh, WI. They manage $3,026,251 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Great Lakes Financial Strategies, LLC
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts22ACCOUNTS
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Average Account Value$137,557
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Great Lakes Financial Strategies, LLC
1
Debra Allison-Aasby (CRD# 5787766) is an Investment Advisor Representative working at Great Lakes Financial Strategies, LLC in Oshkosh, WI and has over 12 years of experience in the finance industry.
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