Nathaniel
Fockler
Great Lakes Retirement, Inc
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About this Advisor
Nathaniel Fockler is a financial advisor based in Elyria, Ohio, working with Great Lakes Retirement, Inc. Nathaniel has previously held positions at Citizens Bank, Citizens Securities, Inc, UBS Financial Services, Inc, and Great Lakes Retirement, Inc. Nathaniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Nathaniel is part of Great Lakes Retirement, Inc, which operates out of Elyria, Ohio. The firm has 3 offices and 13 employees. The firm manages assets totaling $776.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Great Lakes Retirement, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Great Lakes Retirement, Inc Brokerage Details
$776,914,104
13
6,127
$126,802
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nathaniel Fockler Work History
Great Lakes Retirement, Inc
Ubs Financial Services, Inc
Citizens Bank
Citizens Securities, Inc
Citizens Securities, Inc
Citizens Bank
Citizens Bank
Disclosures
Please visit the SEC profile of Nathaniel Fockler 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
Elyria, OH
Sandusky, OH
Elyria, OH
Sandusky, OH
Sandusky, OH
Sandusky, OH
Elyria, OH
Sandusky, OH
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