Great Lakes Wealth Management, LLC
Great Lakes Wealth Management, LLC (CRD# 159223) is a financial advisory firm headquartered in , . They manage $1,043,289 in 25 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$41,732
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, IN, WI
Brian Whitaker (CRD# 4583876) is an Investment Advisor Representative working at Great Lakes Wealth Management, LLC in Burlington, WI and has over 15 years of experience in the finance industry.