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135 N. Saginaw Road, Midland, MI 48640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-06-19 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Financial Freedom Group, Inc. | Midland | MI | 01/2003 | Present |
| Great Lakes Invesment Advisors, Inc. | Midland | MI | 04/2007 | Present |
| Great Lakes Tax Advisor | Midland | MI | 01/2009 | Present |
| Great Lakes Real Estate Development, Llc | Midland | MI | 12/2010 | Present |
GREAT LAKES FINANCIAL FREEDOM GROUP, INC.; INVESTMENT-RELATED; MIDLAND, MI; SALES OF INSURANCE PRODUCTS;VICE PRESIDENT;01/2000; 20 HOURS PER MONTH. GREAT LAKES TAX ADVISORS, LLC; NON INVESTMENT-RELATED;MIDLAND, MI; SALES AND REFERRALS TO TAX PLANNERS/PREPARERS;01/2009;10 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-02 |
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