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William Allen Smith

GREAT LAKES RETIREMENT, INC.·SANDUSKY, Ohio
Unclaimed Profile
4604 TIMBER COMMONS DRIVE, SANDUSKY, OH 44870CRD# 2671372Firm CRD# 146608
01

About

William Allen Smith 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# 2671372
Firm CRD# 146608
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Allen Smith offer?
William Allen Smith specializes in Financial Planning, Investment Management. Contact their office in SANDUSKY, Ohio for a consultation.
What are William Allen Smith's credentials?
William Allen Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Allen Smith located?
William Allen Smith 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 William Allen Smith charge for services?
William Allen Smith'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.
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Other advisors in SANDUSKY
Andrew S Toccaceli — GREAT LAKES RETIREMENT, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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