GREAT LAKES RETIREMENT, INC.

SANDUSKY, Ohio·2 registered advisors·CRD# 146608
SEC# 801-1100423419-626-8600
01

Firm Overview

AUM
$777M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GREAT LAKES RETIREMENT, INC.

2 registered advisors
Andrew S Toccaceli
SANDUSKY, Ohio
William Allen Smith
SANDUSKY, Ohio
05

Office Locations

SANDUSKY, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. GREAT LAKES RETIREMENT, INC. (CRD# 146608) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.