Great Lakes Retirement Planning, LLC

Overview

Great Lakes Retirement Planning, LLC is an independent RIA structured as an LLC that serves individual and family clients. The firm is state-registered in New Hampshire and Ohio and is owned by an individual principal. Its business combines financial advisory and insurance brokerage activities: the firm charges both asset-based fees and fixed fees, provides financial planning and portfolio management for individuals and small businesses, conducts educational seminars, and assists clients with the selection of outside advisers. The firm identifies as a capital allocator, indicating it places client assets with third-party managers where appropriate. Environmental, social and governance investing is not a stated focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices