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Jason Cryderman

Advisor at Great Lakes Investment Advisors Inc.

Updated today

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

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Fee options

Fixed

Fixed annual consulting fee with a maximum of $2,500 per year.

Percentage

See Third Party Money Managers' tiered fees as specified separately; GLI does not manage assets directly

Other

Minimum fee: Consulting fees up to $2,500 per year (payable quarterly) based on complexity and client needs Fee-only: Consulting services with a fixed annual 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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