GREAT LAKES RETIREMENT SOLUTIONS, INC.

Overview

Great Lakes Retirement Solutions, Inc. is an independent registered investment adviser that serves both individual/family and institutional clients, with a particular emphasis on retirement-focused planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator: it manages discretionary portfolios while also selecting third‑party managers when appropriate. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees, enabling the firm to tailor billing to different client needs. Investment activity centers on pooled public investment vehicles—public funds and mutual funds—rather than direct individual security selection. The firm is not positioned as an ESG investor and is not registered as a multi‑state adviser. It maintains an insurance company affiliation, which aligns with its use of annuities and structured insurance solutions as part of client portfolios. Great Lakes Retirement Solutions provides financial planning, direct portfolio management for individuals and small businesses, and serves as an allocator to other advisers and managers when specialty exposure is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices