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Jason Cryderman

Advisor at Great Lakes Investment Advisors Inc.

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Great Lakes Investment Advisors Inc. logo

Firm

Great Lakes Investment Advisors Inc.

Location

Midland, MI 48640

Credentials

Series 65

Industry experience

15 years

About

Jason Cryderman is a Series 65-credentialed advisor with Great Lakes Investment Advisors Inc. in Midland, MI, bringing 15 years of industry experience. He has been involved in multiple related businesses, including Great Lakes Financial Freedom Group, where he serves as vice president and is active in insurance product sales, and Great Lakes Tax Advisors, which provides tax planning referrals. Great Lakes Investment Advisors offers investment consulting primarily to individual and retirement plan clients, facilitating referrals to third-party money managers rather than managing assets directly. The firm provides periodic advice on self-managed portfolios and operates with a fee-sharing model distinct from traditional AUM-based advisory practices.

Client services

Based on Great Lakes Investment Advisors Inc.

Selection of other advisers Consulting services

Expertise

Based on Great Lakes Investment Advisors Inc.

Active portfolio management

Fee options

Fixed

$300 annual fee for Client Directed Accounts (CDA) with Gradient Investments, LLC

Percentage

$0+: 1.70% (Strategic & Tactical, Allocation & Defined Outcome Portfolios) $0+: 1.00% (Preservation Portfolios) $0+: 1.50% (Private Wealth Portfolios)

Other

Minimum fee: Fixed annual consulting fee up to $2,500 per year, payable quarterly Fee-only: Fixed annual consulting fee up to $2,500 per year, payable quarterly

Location

135 N. Saginaw Road

Midland, MI 48640

Most active in

Michigan · Texas

Work history

Great Lakes Real Estate Development, LLC

2010 - Present (16 years)

Great Lakes Tax Advisor

2009 - Present (17 years)

Great Lakes Investment Advisors, Inc.

2007 - Present (19 years)

Great Lakes Financial Freedom Group, Inc.

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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