GREAT LAKES RETIREMENT, INC. of SANDUSKY, OH is an SEC-registered investment adviser (CRD 146608). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SHEFFIELD VILLAGE | OH | 7 | 440-934-8691 |
| INDEPENDENCE | OH | 7 | 866-417-4156 |
| SHEFFIELD VILLAGE | OH | 7 | 440-934-8691 |
| INDEPENDENCE | OH | 7 | 866-417-4156 |
| SARASOTA | FL | 1 | 9412095430 |
| SARASOTA | FL | 1 | 9412095430 |