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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North
- Established Date
- 10-21-2022
- Office Locations
- 1
Office Locations
About Great Lakes Financial Strategies, LLC
Great Lakes Financial Strategies is a Wisconsin-based, fee-only fiduciary firm providing financial planning and investment management across the Great Lakes region and beyond. The practice helps clients navigate retirement, tax and estate planning, budgeting, education, and debt/student-loan decisions, and encourages collaboration with legal and tax professionals. Investment work emphasizes diversified asset allocation and risk management using ETFs and mutual funds, custodied at Schwab.
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Owner & Executives
DEBRA LYNN ALLISON-AASBY
Chief Compliance Officer, President
- CRD
- #5787766
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,013,886 | -- |
| Total | $4,013,886 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,013,886
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,140,275,362 | 13.3% |
| Cash | $5,315,569,355 | 62.0% |
| Equity - Exchange | $2,117,654,243 | 24.7% |
| Total | $8,573,498,960 | 100.0% |