# GREAT LAKES RETIREMENT, INC.

GREAT LAKES RETIREMENT, INC. of SANDUSKY, OH is an SEC-registered investment adviser.

## Registration

- CRD: 146608
- Type: SEC-registered investment adviser
- SEC file number: 801-110042
- Location: 4604 TIMBER COMMONS DRIVE, SANDUSKY, OH, 44870
- Phone: 419-626-8600
- Latest filing: 2026-03-31
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $81.4M
- Clients: 27
- Accounts: 7,044

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Brian Joseph Petraitis | CHIEF COMPLIANCE OFFICER | — |
| William Allen Smith | PRESIDENT | — |
| Andrew S Toccaceli | CHIEF OPERATIONS OFFICER | — |
| SMITH CRAIG ALLEN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| PETRAITIS BRIAN JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| TOCCACELI ANDREW S | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146608/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146608/similar
- Related entities: https://search.stillhousedata.com/firm/146608/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146608

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.