Great Lakes Wealth Management, LLC

Great Lakes Wealth Management, LLC (CRD# 159223) is a financial advisory firm headquartered in , . They manage $1,114,504 in 31 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $35,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IL, IN, WI

Financial Advisors at Great Lakes Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian W. Whitaker
CRD#: 4583876
Burlington, WI
93
Wealthminder
score

Brian Whitaker (CRD# 4583876) is an Investment Advisor Representative working at Great Lakes Wealth Management, LLC in Burlington, WI and has over 13 years of experience in the finance industry.

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