Michael D. Lautenbach

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CRD#: 1842999

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Dennis Lautenbach, CFP®, who also goes by Mike Lautenbach, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1988. Michael had worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mike Lautenbach

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Independent insurance agent, sale of insurance products, not investment related, 4 hours per month, none during market hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Past

February 25, 2019 - May 4, 2022

GREAT LAKES WEALTH, LLC

RIA

CRD#: 282362

Northville, MI

Past

August 1, 2018 - February 26, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FARMINGTON HILLS, MI

Past

June 19, 2018 - February 26, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

FARMINGTON HILLS, MI

Past

January 25, 2016 - April 17, 2018

PFS INVESTMENTS INC.

CRD#: 10111

SOUTHFIELD, MI

Past

May 26, 2010 - December 31, 2013

SPC

RIA

CRD#: 110692

FARMINGTON HILLS, MI

Past

September 5, 2002 - December 31, 2013

SIGMA FINANCIAL CORPORATION

CRD#: 14303

FARMINGTON HILLS, MI

Past

September 5, 1997 - September 4, 2002

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

May 9, 1991 - September 17, 1997

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

November 2, 1988 - May 14, 1991

JOSEPH JAMES FINANCIAL SERVICES, INC.

CRD#: 18404

ROCHESTER, MI

Past

July 19, 1988 - October 26, 1988

PFS INVESTMENTS INC.

CRD#: 10111

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREAT LAKES WEALTH, LLC

AMERICAN PRIVATE WEALTH | LANGTREE WEALTH | GREAT LAKES WEALTH, LLC | GREAT LAKES PRIVATE WEALTH | AMERICAN WEALTH, LLC

CRD#: 282362 / SEC#: 801-121370

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Michigan

Registered Investment Advisory firm - (8/16/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (8/17/2021 Terminated)

Texas

Registered Investment Advisory firm - (8/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/21/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/10/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/1988

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/18/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GREAT LAKES WEALTH, LLC

AMERICAN PRIVATE WEALTH | LANGTREE WEALTH | GREAT LAKES WEALTH, LLC | GREAT LAKES PRIVATE WEALTH | AMERICAN WEALTH, LLC

CRD#: 282362 / SEC#: 801-121370

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Michigan

Registered Investment Advisory firm - (8/16/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (8/17/2021 Terminated)

Texas

Registered Investment Advisory firm - (8/13/2021 Terminated)

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Contact information

Main Address

22260 Haggerty Road Suite 160, Northville, MI 48167

Mailing Address

Phone number

(248) 378-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - FIRM BROCHURE (10/28/2025)

Regulatory assets under management

Total Number of Accounts	921
AUM (Assets Under Management)	$ 143,150,134

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael D. Lautenbach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PFS INVESTMENTS INC.

SPC

SIGMA FINANCIAL CORPORATION

CENTAURUS FINANCIAL, INC.

TITAN/VALUE EQUITIES GROUP, INC.

JOSEPH JAMES FINANCIAL SERVICES, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

GREAT LAKES WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/2018

Series 65

Date: 3/10/2018

SIE

Date: 10/1/2018

Series 7

Date: 11/19/1988

Series 6

Date: 7/18/1988

Current Firm

GREAT LAKES WEALTH, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREAT LAKES WEALTH, LLC

TRUST BUT VERIFY

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