Great Lakes Retirement Planning, LLC

Overview

Great Lakes Retirement Planning, LLC is a small independent RIA organized as an LLC and owned by an individual principal. The firm focuses on individual and family clients and acts as a capital allocator, blending advisory services with insurance brokerage capabilities. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm is state-registered in New Hampshire and Ohio and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices