GREAT LAKES RETIREMENT, INC.

GREAT LAKES RETIREMENT, INC. of SANDUSKY, OH is an SEC-registered investment adviser (CRD 146608). Regulatory assets under management: $1.2B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Brian Joseph PetraitisCHIEF COMPLIANCE OFFICER
William Allen SmithPRESIDENT
Andrew S ToccaceliCHIEF OPERATIONS OFFICER
SMITH CRAIG ALLENPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER
PETRAITIS BRIAN JOSEPHCHIEF COMPLIANCE OFFICER
TOCCACELI ANDREW SCHIEF COMPLIANCE OFFICER

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