William
Smith
Great Lakes Retirement, Inc
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About this Advisor
William Smith is a financial advisor based in Sandusky, Ohio with 15 years of industry experience. Smith works at Great Lakes Retirement, Inc. During their career, Smith has held roles at Great Lakes Retirement, Inc and W.A. Smith Financial, LLC (D/B/A W.A. Smith Financial Group). Smith maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Ohio and Texas. Great Lakes Retirement, Inc is a company that has its headquarters in Sandusky, OH. The company has offices in three locations and a total of 10 people on staff. It has $625 million in assets between its 5,718 client accounts, making it one of 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 performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Great Lakes Retirement, Inc likely include 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 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
William Smith Work History
William has been registered as a financial advisor for 15 years.*
W.A. Smith Financial, LLC (D/B/A W.A. Smith Financial Group)
Great Lakes Retirement, Inc
*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 William Smith 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
Elyria, OH
Sandusky, 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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