Great Lakes Retirement, Inc.

Great Lakes Retirement, Inc. (CRD# 146608) is a financial advisory firm headquartered in Sandusky, OH. They manage $90,000,000 in 1,260 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $71,429
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

Financial Advisors at Great Lakes Retirement, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
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 16 years of experience in the finance industry.

2
Jarrett D. Lang
CRD#: 6178721
Sandusky, OH
90
Wealthminder
score

Jarrett Lang (CRD# 6178721) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 3 years of experience in the finance industry.

3
Andrew S. Toccaceli
CRD#: 6250343
4604 Timber Commons Drive, Sandusky, OH 44870
89
Wealthminder
score

Andrew Toccaceli (CRD# 6250343) is an Investment Advisor Representative working at Great Lakes Retirement, Inc. in Sandusky, OH and has over 3 years of experience in the finance industry.

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