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
Series 63, Series 65
Industry experience
3 years
Zachery Smith is a financial advisor at Great Lakes Retirement Solutions, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Richmark Private Wealth Management. In addition to his advisory role, he is a licensed life insurance agent operating under Premier Financial Group, where he assists clients with insurance coverage decisions. Great Lakes Retirement Solutions, Inc. serves individual clients, including high-net-worth individuals, as well as corporations and business entities, providing portfolio management, financial planning, and third-party adviser placement. The firm employs Modern Portfolio Theory in constructing and monitoring portfolios and offers both discretionary and non-discretionary management, often utilizing co-adviser arrangements to support client relationships.
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.
2023 - Present (3 years)
Richmark Private Wealth Management
2022 - 2023 (1 year)
Premier Financial Group
2022 - Present (4 years)
Northwestern Mutual Investment Services LLC
2021 - 2022 (1 year)
Northwestern Mutual Life Insurance Company
2020 - 2022 (2 years)
1800 Hansons
2019 - 2020 (1 year)
Aflac
2018 - 2019 (1 year)
Solcomm
2017 - 2018 (1 year)
Full time student
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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