AdvisorOS Directory
Claim Profile
AT

Andrew S Toccaceli

GREAT LAKES RETIREMENT, INC.·SANDUSKY, Ohio
Unclaimed Profile
4604 TIMBER COMMONS DRIVE, SANDUSKY, OH 44870CRD# 6250343Firm CRD# 146608
01

About

Andrew S Toccaceli is a registered financial advisor based in SANDUSKY, Ohio, affiliated with GREAT LAKES RETIREMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GREAT LAKES RETIREMENT, INC.
GREAT LAKES RETIREMENT, INC.
AUM
$777M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at GREAT LAKES RETIREMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6250343
Firm CRD# 146608
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANDUSKY?

Browse all registered financial advisors in SANDUSKY, Ohio or claim this profile if it's yours.

Browse SANDUSKY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew S Toccaceli offer?
Andrew S Toccaceli specializes in Financial Planning, Investment Management. Contact their office in SANDUSKY, Ohio for a consultation.
What are Andrew S Toccaceli's credentials?
Andrew S Toccaceli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew S Toccaceli located?
Andrew S Toccaceli is based in SANDUSKY, Ohio, working with GREAT LAKES RETIREMENT, INC.. Their office serves clients in the SANDUSKY metropolitan area and surrounding communities.
How does Andrew S Toccaceli charge for services?
Andrew S Toccaceli's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT LAKES RETIREMENT, INC.?
GREAT LAKES RETIREMENT, INC. has approximately 13 employees and manages $777M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANDUSKY
William Allen Smith — GREAT LAKES RETIREMENT, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile