What departments does Great Lakes Wealth Management have?

Great Lakes Wealth Management has employees across 2 departments including Consultant, Finance.

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 China, Malaysia, United States Of America, Canada.

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
9

United States Of America
8
Canada
1

Asia
2

China
1
Malaysia
1

Great Lakes Wealth Management's Leadership

T. W.
President
Mobile Phone
Email
S. J.
President
Mobile Phone
Email
S. J.
Founder And President
Mobile Phone
Email
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
K. M.
Financial Advisor
Mobile Phone
Email
S. L.
Receptionist
Mobile Phone
Email

Contact profiles from Great Lakes Wealth Management

Name

Title

Contact Info

Location

Last Update

T. W.
President
Mobile Phone
Email
United StatesMinnesota
Jun 08, 2026
S. J.
President
Mobile Phone
Email
United StatesGeorgia
May 30, 2026
B. R.
Partner
Mobile Phone
Email
Feb 11, 2025
S. J.
Founder And President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
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
K. M.
Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 18, 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. The company's main headquarters is located in 1490 Hideaway Lane Shoreham, Michigan 49085 United States; 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 April 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 April 2026, Great Lakes Wealth Management's key employees include:

President: T. W.
President: S. J.
Founder And President: S. J.
Partner: B. R.
Financial Consultant At Raistone Wealth Partners Llc: G. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Great Lakes Wealth Management Employee Directory

Find Great Lakes Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead