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Seku N Shabazz

Advisor at Great Lakes Retirement Planning, LLC — Cleveland, OH

Updated today

Credentials

Series 66

Experience

14 years

Location

Cleveland, OH 44114

Great Lakes Retirement Planning, LLC logo

Great Lakes Retirement Planning, LLC

Independent

Total advisors

1

Clients per advisor

66 Very High

Avg AUM per client

$80,136 Very Low

HNW client ratio

0% Low

About

Seku Shabazz is the principal of Great Lakes Retirement Planning, LLC in Cleveland, OH, with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Prudential Insurance Company of America and Mass Mutual Investors Services. Outside of his advisory role, he is the owner and president of multiple related business entities focused on loan servicing and financing. Great Lakes Retirement Planning serves individual investors, retirement accounts, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a long-term, buy-and-hold investment strategy combined with modern portfolio theory and uses tax-loss harvesting and portfolio rebalancing techniques tailored to taxable and tax-advantaged accounts.

Client services

Based on Great Lakes Retirement Planning, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Great Lakes Retirement Planning, LLC

Tax-loss harvesting Real estate investing Wealth management

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Fee options

Fixed

Financial planning and estate services fees range between $2,000 and $5,000 per engagement; estate plan fee is $5,000 per engagement

Percentage

$10,000 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.55% $10,000,001+: Negotiable

Other

Account minimum: $10,000 Minimum fee: Maximum 2.00% for accounts less than $10,000 (accepted at firm's discretion)

Location

Cleveland, OH

1300 East 9th Street, Suite 750

Cleveland OH 44114

Advisors at this office

1

Most active in

New Hampshire · Ohio · Texas

Work history

14 years of industry experience

Great Lakes Commerical Mortgages, LLC

2023 - Present • 3 years

Cleveland, OH

Great Lakes Rental Mortgage, LLC

2023 - Present • 3 years

Cleveland, OH

Great Lakes Family of Companies, LLC

2022 - Present • 4 years

Cleveland, OH

Wayne Manor Cleveland. LLC

2022 - Present • 4 years

Celevland, OH

Great Lakes Financing, LLC

2018 - 2022 • 4 years

Beachwood, OH

Great Lakes Loan Servicing, LLC

2018 - Present • 8 years

Cleveland, OH

Great Lakes Retirement Planning, LLC

2017 - Present • 9 years

Cleveland, OH

Ash Brokerage

2017 - Present • 9 years

Fort Wayne, IN

Pruco Securities LLc

2015 - 2017 • 2 years

Newark, NJ

Prudential insurance company of america

2015 - 2017 • 2 years

Beachwood, OH

Mass Mutual Investors Services

2013 - 2015 • 2 years

Cleveland, OH

Disclosures

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

Business activities & affiliations

John S

Series 66

Westlake, OH

RFG Advisory, LLC

John Siuda is the founder and wealth advisor at Afia Wealth Management, a fee-based fiduciary practice based in Westlake, Ohio, and affiliated with RFG Advisory as its supervising RIA. Afia Wealth Management serves pre-retirees, business owners, executives, and high earners, offering investment management, retirement planning, tax strategy, and estate planning within a single, coordinated approach. The practice places particular emphasis on business owners preparing for an exit, helping them navigate capital gains exposure, tax-efficient sale strategies, and the transition from operating a business to living on its proceeds. As a fiduciary, Siuda builds plans designed around each client's goals rather than around product sales.

General retirement planning Wealth management Income planning Inherited wealth Early retirement planning Executive Founder/Business Owner Retired Doctor or Medical Professional Approaching retirement Retired Mid-Career Professionals Established Professionals Career Changers

Andrew L

Series 63, Series 66

Independence, OH

Eagle Strategies (NY Life)

Andrew Leeman is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 7, Series 63, and Series 66 exam licenses and has eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Dynamic Wealth Advisors. Outside of finance, he owns rental properties and Miller Muscle, LLC, an online strength and nutrition coaching business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Wealth management Inherited wealth Multi-generational wealth transfer Disability insurance Life insurance needs analysis Founder/Business Owner Executive Doctor or Medical Professional Dentist Young Professionals HENRY (High Earners, Not Rich Yet)
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Ryan L

CPA, Series 7, Series 66

Pepper Pike, OH

Creekside Financial Advisors

Ryan Levine is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Securities America Advisors, Channing Realty Advisors, and Toole Katz & Roemersma. Outside of advisory services, he is a licensed notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting General tax planning Founder/Business Owner Retired
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Robert B

Series 63, Series 65

Independence, OH

Burns Financial Advisors, Inc.

Robert Burns is the principal of Burns Financial Advisors, Inc. in Independence, Ohio, with 42 years of experience in the financial industry. He has been with Burns Financial Advisors since 1988 and has also been associated with Burns Financial Centre, Inc. since 2005. Outside of advisory services, he is involved in seasonal tax preparation work. Burns Financial Advisors, Inc. is an independent firm managing approximately $9.4 million for about 98 clients, including individuals, trusts, estates, and some charitable organizations. The firm offers customized portfolio management and financial consulting, utilizing various securities and employing technical, fundamental, and cyclical analysis supplemented by external research.

Annuities
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Jeffrey T

Series 63

Westlake, OH

Argo Wealth Management

Jeffrey Tock is a financial advisor at Argo Wealth Management with 40 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009. Tock is also involved in insurance sales, focusing on fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individuals, high-net-worth clients, and business entities, offering portfolio construction and ongoing management across a range of securities. The firm emphasizes fundamental analysis and tailored asset allocation while serving retirement and ERISA-type accounts under a fiduciary standard.

Annuities
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Todd P

Series 63, Series 65

Northfield, OH

Gateway Financial

Todd Pouliot is a financial advisor at Gateway Financial with 22 years of industry experience. He has held positions at Gateway Financial since 2019 and previously worked at Sigma Financial Corporation for 12 years. Pouliot holds Series 63 and Series 65 designations. Gateway Financial serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and other businesses. The firm utilizes passive investment management and asset-allocation models based on modern portfolio theory, alongside fundamental and technical analyses, and offers portfolio management, financial planning, employee benefit plan services, and educational programming.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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