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Great Lakes Retirement Solutions, Inc. CRD 167046
$42.4M regulatory AUM 483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2135 N. Center Road Suite 1, Saginaw, MI 48603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-21 |
Branch Locations
2135 N. Center Road Suite 1, Saginaw, MI 48603 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Becker Dba-Premier Financial Group | Saginaw | MI | 06/1999 | Present |
| Securities Equity Group | Aliso Viejo | CA | 09/2008 | 11/2023 |
| Great Lakes Retirement Solutions, Inc. | Saginaw | MI | 01/2025 | Present |
MID MICHIGAN TEEN CHALLENGE, PROVIDES CHRISTIAN RE-HAB, POSITION: PRESIDENT, 1/91-PRESENT, 5 HOURS/MO., $0 COMPENSATION. Applicant LICENSED TO SELL FIXED INSURANCE/ANNUITY PRODUCTS IN FL, MI & UT - DBA: PREMIER FINANCIAL GROUP. TRI-CITY PROPERTIES, LLC-MEMBER-SINGLE FAMILY RENTALS-10 HOURS PER MONTH, MEET WITH PARTNER. DAVID L BECKER INVESTMENTS-entity owns a Plane which applicant flies primarily for personal use.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-29 |
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