Michelle Spangler Raddell

$60.1M regulatory AUM 9 advisory clients

Reported services (Item 5G)

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

7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-12-26

Branch Locations

7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States

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

Organization	City	State	From	To
Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners	Cleveland	OH	12/2021	01/2024
John Carroll University	University Heights	OH	01/2018	12/2021
New York University	New York	NY	10/2015	12/2017
Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners	Cleveland	OH	01/2024	Present

12/2021 → 01/2024

Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners

Cleveland, OH
01/2018 → 12/2021

John Carroll University

University Heights, OH
10/2015 → 12/2017

New York University

New York, NY
01/2024 → Present

Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners

Cleveland, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-11