Great Lakes Wealth Management Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management. We also assist businesses with retirement planning, management, growth, and continuity needs.

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

Great Lakes Wealth Management Global Highlights

North America
10

United States Of America
9
Canada
1

Asia
3

Malaysia
2
China
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
C. E.
Director Of Operations
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

Contact profiles from Great Lakes Wealth Management

Name

Title

Contact Info

Location

Last Update

T. W.
President
Mobile Phone
Email
United StatesMinnesota
May 22, 2025
S. J.
President
Mobile Phone
Email
United StatesGeorgia
Sep 10, 2025
B. R.
Partner
Mobile Phone
Email
Feb 11, 2025
S. J.
Founder And President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
C. E.
Director Of Operations
Mobile Phone
Email
United StatesMichigan
Nov 16, 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
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; 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 December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

As of December 2025, Great Lakes Wealth Management's key employees include:

President: T. W.
President: S. J.
Founder And President: S. J.
Partner: B. R.
Director Of Operations: C. E.

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