GREAT LAKES RETIREMENT PLANNING, LLC

GREAT LAKES RETIREMENT PLANNING, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 290434). Regulatory assets under management: $5.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 290434
• Type: Registered investment adviser
• Location: 1300 EAST 9TH STREET, CLEVELAND, OH, 44114
• Phone: 216-230-4643
• Latest filing: 2026-07-10
• Regulatory AUM: $5.3M
• Discretionary AUM: $5.3M
• Clients: 2
• Accounts: 66

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290434 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search