What departments does Great Lakes Wealth Management have?

Great Lakes Wealth Management has employees across 1 departments including Consultant.

What is the largest department at Great Lakes Wealth Management?

The largest department at Great Lakes Wealth Management is Consultant with 1 employees.

Where are Great Lakes Wealth Management employees located globally?

Great Lakes Wealth Management has employees across 2 continents and 4 countries including Malaysia, China, Canada, United States Of America.

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Great Lakes Wealth Management Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Great Lakes Wealth Management is a financial services firm based in Shoreham, Michigan. It provides retirement planning, investment advice, and wealth management for individuals, and also assists businesses with retirement planning, management, growth, and continuity needs. The firm operates as a small to mid-sized advisory practice serving a regional client base. 

Its online presence is listed on the Raymond James domain, indicating a connection to that network. The description portrays a professional advisory service focused on planning and asset management for clients.

Great Lakes Wealth Management Global Highlights

North America
10

United States Of America
9
Canada
1

Asia
2

Malaysia
1
China
1

Great Lakes Wealth Management's Leadership

B. R.
Partner
Mobile Phone
Email
G. M.
Financial Consultant At Raistone Wealth Partners Llc
Mobile Phone
Email
K. P.
Client Associate
Mobile Phone
Email
S. L.
Receptionist
Mobile Phone
Email

Contact profiles from Great Lakes Wealth Management

Name

Title

Contact

Location

Last Update

B. R.
Partner
Mobile Phone
Email
Feb 11, 2025
G. M.
Financial Consultant At Raistone Wealth Partners Llc
Mobile Phone
Email
Oct 23, 2024
K. P.
Client Associate
Mobile Phone
Email
Oct 22, 2024
S. L.
Receptionist
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Great Lakes Wealth Management known for?

Great Lakes Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-734-274-****

. Explore Great Lakes Wealth Management's company overview page for more information.

What is Great Lakes Wealth Management's most common email format?

Great Lakes Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Great Lakes Wealth Management email formats with LeadIQ.

How many employees does Great Lakes Wealth Management have currently?

Great Lakes Wealth Management has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Great Lakes Wealth Management's key employees and leadership?

As of July 2026, Great Lakes Wealth Management's key employees include:

Partner: B. R.
Financial Consultant At Raistone Wealth Partners Llc: G. M.
Client Associate: K. P.
Receptionist: S. L.

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Great Lakes Wealth Management Employee Directory

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