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GREAT LAKES RETIREMENT SOLUTIONS, INC.
CRD 167046
2135 N. CENTER ROAD, SUITE 1, SAGINAW, MI, 48603, United States
Phone
989-401-2949
Fax
989-401-1100
Registration
— (—)
Source
State registered
Total AUM
$42.4M
Discretionary AUM
$42.4M
Team
4 total employees; 2 advisory reps; 483 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 244 | $30.3M |
| High net worth individuals | 6 | $12.0M |
| Charitable organizations | 1 | $50K |
| Corporations/business entities | 1 | $50K |
All web addresses on file
Official SEC filing: View on IAPD