Great Lakes Retirement, Inc.

Great Lakes Retirement, Inc. (CRD# 146608) is a financial advisory firm headquartered in Sandusky, OH. They manage $148,807,303 in 2,207 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    2,207
    ACCOUNTS
  • Average Account Value
    $67,425
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Great Lakes Retirement, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Jarrett D. Lang
CRD#: 6178721
Sandusky, OH
93
Wealthminder
score

Jarrett Lang (CRD# 6178721) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 5 years of experience in the finance industry.

2
William A. Smith
CRD#: 2671372
4604 Timber Commons Drive, Sandusky, OH 44870
93
Wealthminder
score

William Smith (CRD# 2671372) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 18 years of experience in the finance industry.

3
Andrew S. Toccaceli
CRD#: 6250343
4604 Timber Commons Drive, Sandusky, OH 44870
90
Wealthminder
score

Andrew Toccaceli (CRD# 6250343) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 4 years of experience in the finance industry.

4
Gregory C. Henry
CRD#: 6531585
4604 Timber Commons Drive, Sandusky, OH 44870
89
Wealthminder
score

Gregory Henry (CRD# 6531585) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 2 years of experience in the finance industry.

5
William J. Lauer
CRD#: 6695033
4604 Timber Commons Drive, Sandusky, OH 44870
89
Wealthminder
score

William Lauer (CRD# 6695033) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 2 years of experience in the finance industry.

6
Michelle A. Owens
CRD#: 6528117
4604 Timber Commons Drive, Sandusky, OH 44870
89
Wealthminder
score

Michelle Owens (CRD# 6528117) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.