Great Lakes Retirement, Inc.

Great Lakes Retirement, Inc. (CRD# 146608) is a financial advisory firm headquartered in Sandusky, OH. They manage $776,914,104 in 6,127 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
4604 Timber Commons Drive, Sandusky, OH 44870
http://www.wasmithfinancial.com
By the Numbers
  • Total Assets Under Management
    777
    MILLION
  • Total Number of Accounts
    6,127
    ACCOUNTS
  • Average Account Value
    $126,802
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MI, NC, OH, SC, TN, TX

Financial Advisors at Great Lakes Retirement, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Nathaniel Fockler, financial advisor Sheffield Village OH
Nathaniel S. Fockler
CRD#: 6557909
5070 Waterford Drive, Sheffield Village, OH 44035

Nathaniel Fockler (CRD# 6557909) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sheffield Village, OH and has over 8 years of experience in the finance industry.

2
Jacob Kinsley, financial advisor Sandusky OH
Jacob D. Kinsley
CRD#: 6672364
4604 Timber Commons Drive, Sandusky, OH 44870

Jacob Kinsley (CRD# 6672364) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 6 years of experience in the finance industry.

3
Jarrett Lang, financial advisor Sandusky OH
Jarrett D. Lang
CRD#: 6178721
Sandusky, OH

Jarrett Lang (CRD# 6178721) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 11 years of experience in the finance industry.

4
William Lauer, financial advisor Sandusky OH
William J. Lauer
CRD#: 6695033
4604 Timber Commons Drive, Sandusky, OH 44870

William Lauer (CRD# 6695033) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 8 years of experience in the finance industry.

5
William Smith, financial advisor Sandusky OH
William A. Smith
CRD#: 2671372
4604 Timber Commons Drive, Sandusky, OH 44870

William Smith (CRD# 2671372) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 24 years of experience in the finance industry.

6
Andrew Toccaceli, financial advisor Sandusky OH
Andrew S. Toccaceli
CRD#: 6250343
4604 Timber Commons Drive, Sandusky, OH 44870

Andrew Toccaceli (CRD# 6250343) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 10 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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