Great Lakes Financial Strategies, LLC

Great Lakes Financial Strategies, LLC provides individualized investment management and financial planning to a small client base, including both individual and business clients. The firm offers project‑based and ongoing planning engagements and runs educational seminars and public speaking engagements on personal finance topics.

The firm develops client‑specific investment policies and implements portfolios using a mix of passive and active strategies, strategic asset allocation, and third‑party model portfolios (including a sub‑advisor relationship with XY Investment Solutions and the use of TAMPs). Unlike most peers, the firm reports that the bulk of its assets under management are handled on a non‑discretionary basis, meaning portfolio actions are typically implemented under advisor discretion rather than requiring prior client approval.

Distinctive features include a very small, solo practice serving roughly a dozen clients with about $4 million in reported AUM, a CDFA® designation reflecting specialized training in divorce financial analysis, and a routine offering of seminars and speaking engagements (including occasional pro‑bono presentations). The adviser also discloses modest outside business activities under separate entities, indicating limited additional professional interests beyond the advisory practice.