Great Lakes Wealth, LLC

Great Lakes Wealth, LLC (CRD# 282362) is a financial advisory firm headquartered in Northville, MI. They manage $48,700,000 in 357 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $136,415
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

MI, NC, TX

Financial Advisors at Great Lakes Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Dewey D. Steffen
CRD#: 2688651
22260 Haggerty Road, Suite 160, Northville, MI 48167
93
Wealthminder
score

Dewey Steffen (CRD# 2688651) is an Investment Advisor Representative working at Great Lakes Wealth, LLC in Northville, MI and has over 22 years of experience in the finance industry.

2
Loyd B. Wellman
CRD#: 6083500
22260 Haggerty Road, Suite 160, Northville, MI 48167
93
Wealthminder
score

Loyd Wellman (CRD# 6083500) is an Investment Advisor Representative working at Great Lakes Wealth, LLC in Northville, MI and has over 5 years of experience in the finance industry.

3
Michael P. Hartman
CRD#: 3058592
22260 Haggerty Road, Suite 160, Northville, MI 48167
83
Wealthminder
score

Michael Hartman (CRD# 3058592) is an Investment Advisor Representative working at Great Lakes Wealth, LLC in Northville, MI and has over 19 years of experience in the finance industry.

4
Carmela E. Eastin
CRD#: 2176458
22260 Haggerty Road, Suite 160, Northville, MI 48167
81
Wealthminder
score

Carmela Eastin (CRD# 2176458) is an Investment Advisor Representative working at Great Lakes Wealth, LLC in Northville, MI and has over 25 years of experience in the finance industry.

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