Paul Joseph Card

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

• 12/1999 → Present
  Smith & Co, Cpa'S, Plc
  Midland, MI
• 02/2018 → Present
  Great Lakes Retirement Solutions, Inc.
  Saginaw, MI

Other Businesses

SMITH & CO, CPA'S, PLC. - 110 E GROVE STREET, MIDLAND, MI 48640, NON-INVESTMENT RELATED, ACCOUNTING FIRM, CERTIFIED PUBLIC ACCOUNTANT, START DATE: 12/1999, 160/HRS PER MO DURING TRADING HOURS, WORK DONE: ACCOUNTING SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-03

Other Names

• Paul Card