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GREAT LAKES BENEFITS AND WEALTH MANAGEMENT
GREAT LAKES BENEFITS, INC.
CRD 140440
1325 HULL RD, SANDUSKY, OH, 44870, United States
Phone
419.626.3900
Fax
419.626.0900
Registration
— (—)
Source
State registered
Total AUM
$71.0M
Discretionary AUM
$67.0M
Team
3 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $48.0M |
| High net worth individuals | 30 | $23.0M |
All web addresses on file
Official SEC filing: View on IAPD