CRD: 167046
Great Lakes Retirement Solutions, Inc.
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- Custodian
- Assetmark · Axos · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Matrix foundationNorth frontier +more
- Established Date
- 08-07-2013
- Office Locations
- 2
Office Locations
About Great Lakes Retirement Solutions, Inc.
Great Lakes Retirement Solutions, Inc. is a Michigan-registered RIA in the Saginaw/Midland area providing financial planning, wealth management, and advisor succession support for individuals and business owners. Led by President/IAR Matthew Starke, the firm takes a coaching approach that ties portfolio design and risk reduction to taxes, income needs, and estate planning. Investment style emphasizes buy-and-hold, global diversification, and disciplined rebalancing; custodians include Schwab and Fidelity.
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Investment Themes
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Owner & Executives
MATTHEW ALLAN STARKE
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4303973
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DAVID LEE BECKER SR.
--
- CRD
- #1609409
PAUL JOSEPH CARD
CPA
- CRD
- #6911597
Timber vertex
Radial vital
- CRD
- #99412
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,423,501 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,423,501 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,423,501
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $402,650,886 | 100.0% |
| Total | $402,650,886 | 100.0% |