Advisor at Great Lakes Retirement Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Great Lakes Retirement Solutions, Inc.
Location
Saginaw, MI 48603
Credentials
ChFC®, Series 63, Series 65
Industry experience
37 years
David Becker is a ChFC® with 37 years of industry experience, currently serving at Great Lakes Retirement Solutions, Inc. since 2025. He previously worked at Securities Equity Group for 15 years and has operated Premier Financial Group since 1999. Becker is president of Mid Michigan Teen Challenge, a Christian rehabilitation organization. Great Lakes Retirement Solutions serves individual and corporate clients with portfolio management, financial planning, and third-party adviser placement. The firm uses Modern Portfolio Theory for asset allocation and offers both discretionary and non-discretionary management, often engaging in co-adviser arrangements to support client oversight.
Based on Great Lakes Retirement Solutions, Inc.
Based on Great Lakes Retirement Solutions, Inc.
Financial planning fixed fees: $197.00 to $997.00 depending on complexity
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $4,000,000: 0.25% $4,000,001 - $10,000,000: 0.15% $10,000,001 - $100,000,000: 0.10%
$75.00 per hour for financial planning (negotiable)
Account minimum: $50,000 Fee-only: Financial planning fees: $197.00 - $997.00 for portfolio analysis; $75.00 per hour for hourly financial planning (negotiable)
2135 N. Center Road, Suite 1
Saginaw, MI 48603
Michigan
Great Lakes Retirement Solutions, Inc.
2025 - Present (1 year)
Securities Equity Group
2008 - 2023 (15 years)
David Becker dba Premier Financial Group
1999 - Present (27 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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