Gongju
Baek
Great Lakes Wealth, LLC
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About this Advisor
Gongju Baek is a financial advisor who works out of Northville, Michigan, with a total of 1 year of industry experience. Baek works at Great Lakes Wealth, LLC. Over the course of their career, Baek has held roles at Nylife Securities LLC, New York Life Insurance Co, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Great Lakes Wealth, LLC and New York Life Insurance Company. Baek maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Michigan. Great Lakes Wealth, LLC is a registered investment company based in Northville, MI. It has $113 million in total assets across its 845 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 845 customer accounts, 17% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely depend on which services the firm provides the client. Fees charged by Great Lakes Wealth, LLC likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Lakes Wealth, LLC Brokerage Details
$112,557,571
8
845
$133,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gongju Baek Work History
Gongju has been registered as a financial advisor for 1 years.*
Great Lakes Wealth, LLC
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Nylife Securities LLC
New York Life Insurance Company
Nylife Securities LLC
New York Life Insurance Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gongju Baek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Lakes Wealth, LLC
Northville, MI
Northville, MI
Northville, MI
Northville, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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