Jacob
Kinsley
Great Lakes Retirement, Inc
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About this Advisor
Jacob Kinsley is a financial advisor based out of Sandusky, Ohio with a total of 2 years of industry experience. Kinsley is currently employed by Great Lakes Retirement, Inc. Kinsley has gained experience at Firstmerit Bank Na, Lpl Financial, LLC, The Huntington Investment Company, Edward Jones and Pnc Investments. Kinsley holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Ohio. Great Lakes Retirement, Inc is a financial advisory firm based in Sandusky, OH. It has offices in three locations and a total of 10 advisors. It handles $625 million in assets between its 5,718 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 5,718 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets. Great Lakes Retirement, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on the type of services. Fee types billed by Great Lakes Retirement, Inc likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Lakes Retirement, Inc Brokerage Details
$624,937,836
10
5,718
$109,293
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jacob Kinsley Work History
Jacob has been registered as a financial advisor for 2 years.*
Pnc Investments
Edward Jones
The Huntington Investment Company
Lpl Financial, LLC
Firstmerit Bank Na
*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 Jacob Kinsley 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 Retirement, Inc
Sandusky, OH
Elyria, OH
Sandusky, OH
Sandusky, OH
Sandusky, OH
Elyria, OH
Elyria, OH
Sandusky, OH
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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