GREAT LAKES RETIREMENT PLANNING LLC
Firm details
- Headquarters
- CLEVELAND, Ohio
- CRD number
- 290434
- Website
- greatlakes-retirement.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Great Lakes Retirement Planning LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily for individuals and families. The firm also engages in insurance brokerage and the sale of other financial products. With a client-centric approach, Great Lakes Retirement Planning emphasizes personalized financial strategies tailored to the unique needs of its clients. The firm does not actively engage in ESG investing and operates without affiliations to multi-state advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- US Government Bonds10%
- State & Local Bonds10%
- Private Funds3%
Owners & executives
1 of 1SEKU SHABAZZ
Chief Executive OfficerCRD 5988727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEVELAND, OH
CUYAHOGA
Location
CLEVELAND, OH
Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 1300 E 9th St
- Time zone
- ET (UTC-5)
- Office locations
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