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Matthew Allan Starke

Great Lakes Retirement Solutions, Inc.

Saginaw, MI

CRD 4303973

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Employer firm

Great Lakes Retirement Solutions, Inc. CRD 167046

$42.4M regulatory AUM 483 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Great Lakes Retirement Solutions, Inc.

2135 N. Center Road Suite 1, Saginaw, MI 48603 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
TX RA APPROVED_RES 2023-04-10
  • MI RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2023-04-10

Branch Locations

2135 N. Center Road Suite 1, Saginaw, MI 48603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Great Lakes Retirement Solutions Llc Saginaw MI 06/2013 Present
  • 06/2013 → Present
    Great Lakes Retirement Solutions Llc
    Saginaw, MI
Previous Registrations
Other Businesses

INSURANCE SALES: LIFE, DISABILITY, FIXED AND EQUITY INDEXED ANNUITIES-20 HOURS/MONTH DURING NON-TRADING HOURS. RENTAL PROPERTY: OWNER - 10 HOURS/MONTH DURING NON-TRADING HOURS. JOLT CREDIT UNION: NON-INVESTMENT RELATED; TREASURER; 3 HOURS/MONTH DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-20
  • S66 Uniform Combined State Law Examination
    2001-04-20

View on SEC IAPD

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