Zachery Wawrzyniak Smith

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 06/2017
  Full Time Student
  Bay City, MI
• 06/2017 → 10/2018
  Solcomm
  Saginaw, MI
• 10/2018 → 05/2019
  Aflac
  Saginaw, MI
• 05/2019 → 12/2020
  1800 Hansons
  Saginaw, MI
• 12/2020 → 05/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2021 → 05/2022
  Northwestern Mutual Investment Services Llc
  Mt Pleasant, MI
• 11/2022 → 03/2023
  Richmark Private Wealth Management
  Frankenmuth, MI
• 05/2022 → Present
  Premier Financial Group
  Saginaw, MI
• 04/2023 → Present
  Great Lakes Retirement Solutions, Inc.
  Saginaw, MI

Previous Registrations

• 2022-12-05 → 2023-03-23
  Richmark Private Wealth Management
  Frankenmuth, MI

Other Businesses

NAME OF THE OTHER BUSINESS: PREMIER FINANCIAL GROUP; WHETHER THE BUSINESS IS INVESTMENT-RELATED: NO; THE ADDRESS OF THE OTHER BUSINESS: 5090 STATE ST, SAGINAW, MI 48603 SUITE D101; THE NATURE OF THE OTHER BUSINESS: IT'S A DBA AS INDEPENDENT LIFE INSURANCE PRODUCERS; YOUR POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: LIFE INSURANCE AGENT; THE START DATE OF YOUR RELATIONSHIP: MAY 3,2022; THE APPROXIMATE NUMBER OF HOURS/ MONTHS YOU DEVOTE TO THE OTHER BUSINESS: 20; THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 20; AND BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: I MEET WITH CLIENTS ABOUT THEIR INSURANCE NEEDS AND HELP THEM DECIDE WHAT IS THE BEST COVERAGE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-05
• S63 Uniform Securities Agent State Law Examination
  2021-09-24

Other Names

• Zachery Wawrzyniak Smith
• Zachery W Smith