William
Lauer
Great Lakes Retirement, Inc
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About this Advisor
William Lauer is a financial advisor based in Sandusky, Ohio, working with Great Lakes Retirement, Inc. William has previously held positions at Great Lakes Retirement, Inc and W.A. Smith Financial Group. William has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, William is part of Great Lakes Retirement, Inc, which operates out of Sandusky, 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
William Lauer Work History
Great Lakes Retirement, Inc
W.A. Smith Financial Group
Disclosures
Please visit the SEC profile of William Lauer 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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