Great Lakes Retirement Planning, LLC

Overview

Great Lakes Retirement Planning, LLC is an independent, individually owned RIA that combines financial planning, portfolio management for individuals and small businesses, and insurance brokerage. The firm charges both a percentage of assets under management and fixed fees. Its client focus is individual and family households rather than institutional mandates. Service lines include financial planning, discretionary portfolio management, selection of outside advisers, and investor education through seminars or workshops. The firm acts as a capital allocator, tapping third‑party managers for certain strategies rather than running a fully in‑house alternative platform. Great Lakes does not identify as an active ESG investor and is not registered as a multistate adviser. It also has an industry affiliation as a real estate broker, which aligns with its use of real‑estate‑related allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices