A complete list of active advisors currently associated with Great Lakes Investment Advisors Inc.
Warmer can help you find a great advisor at Great Lakes Investment Advisors Inc. or one who fits your needs even better.
The firm provides investment consulting and referral services to individuals, high net worth clients, and retirement plans, focusing on advice for clients who maintain self-managed assets. It offers periodic (quarterly) consultations, assists with paperwork, and reviews statements while acting as a liaison to third‑party money managers rather than directly managing client accounts. GLI’s process centers on developing client profiles and tailored strategies that incorporate cash‑flow, tax, risk‑management, and estate planning considerations, while leaving portfolio implementation and trade execution to third‑party managers who may employ a range of strategies. Custody and billing for managed accounts are handled by those third‑party managers and custodians; the firm discloses that it receives referral and revenue‑sharing payments from those relationships. Noteworthy aspects include operating as a solo registered adviser while maintaining several hundred client relationships, an uncommon client‑to‑advisor ratio for supported firms, and the owner’s substantial outside activity as a licensed insurance agent, which the brochure discloses can create conflicts when insurance products are recommended. The firm also discloses a referral agreement with Gradient Investments (and a legacy relationship with another manager) and does not typically provide discretionary portfolio management or direct percentage‑of‑AUM billing, distinguishing its referral/consulting model from many peers.
To learn more about the advisors currently working at Great Lakes Investment Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Midland, MI
| 15
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")