Great Lakes Financial Strategies, LLC

Overview

Great Lakes Financial Strategies, LLC is an independent registered investment adviser that serves individual and family clients with fee-based portfolio management and financial planning. The firm focuses on working with a small client base — individuals and small businesses — through advisory services that include ongoing portfolio oversight, financial planning, and client education such as seminars and workshops. Its business model is percentage-of-AUM fees and it operates as an owner-managed, non-capital-allocator RIA rather than a multi-state or institutional consultant. The firm reports no active ESG investing program. Investment activity is concentrated in pooled public vehicles rather than direct stock picking or bespoke alternative allocations. The adviser operates in a non-discretionary capacity across its reported assets, meaning clients typically retain final trading authority while the firm provides recommendations and portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices