Great Lakes Wealth
Financial Services
22260 Haggerty Road
14 employees
- Employees
- 14
- Contacts
- 3
- Emails
- 3
Great Lakes Wealth Overview
- Headquarters
- 22260 Haggerty Road
- Phone Number
- Available in AeroLeads
- Website
- greatlakeswealth.us
- Industry
- Financial Services
- Employees
- 14
- Founded
- 2016
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Great Lakes Wealth
At Great Lakes Wealth, you’ll find a well-established team with more than 100 years of combined financial industry experience. Collaboration, teamwork and knowledge sharing are ingrained in our culture, enabling us to apply our collective strengths to the most important task at hand – helping you vigorously pursue the goals that are important to you. Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth, LLC are not affiliated companies. Any material on this page is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory or other services. The opinions expressed herein are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing.
Great Lakes Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Great Lakes Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Dewey D. Steffen | CEO & Chief Investment Officer at Great | Detroit Metropolitan Area, United States |
Email
|
| Craig M. | Director of Marketing at Great Lakes | Farmington, Michigan, United States |
View
|
| Carmela Eastin | Sr. Registered Client Associate | Northville, Michigan, United States |
Email
|
| Diana Pringle, Clu, Ricp | President, CEO at Wealth Advisors | Okemos, Michigan, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Director
2 profiles
Senior / Lead
1 profile
Individual contributor
1 profile
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