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Wayne Kenneth Maslyk JR

Wayne K. Maslyk

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT
Sandusky, OH 44870
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CRD#: 2726739
Wayne Kenneth Maslyk JR

Professional summary


Wayne Kenneth Maslyk JR, CFP®, who also goes by Wayne K Maslyk, is a registered financial advisor currently at GREAT LAKES BENEFITS AND WEALTH MANAGEMENT located in Sandusky, Ohio.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Wayne has worked at 5 firms and has passed the Series 66, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Wayne K Maslyk

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.
GREAT LAKES BENEFITS, INC, EMPLOYEE BENEFITS BUSINESS, COMMISSIONS, SALES OF GROUP HEALTH AND EMPLOYEE BENEFITS, FIXED ANNUITY, NON-VARIABLE LIFE, LONG-TERM CARE/V.P./OWNER, THE COMPANY WAS FORMED IN 04/2003, I SPEND APPROX 70-80% OF MY TIME WITH GREAT LAKES BENEFITS, INC.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Wayne Kenneth Maslyk JR's CRS (Customer Relationship Summary).

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®

Start date: 2006

Experience


Current

May 22, 2006 - Present

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

Office #1: 1325 Hull Rd, Sandusky, OH 44870Office #2: 5077 Waterford Drive, Sheffield Village, OH 44035
RIA
CRD#: 140440
Sandusky, OH
Past

January 8, 2004 - May 1, 2006

USALLIANZ SECURITIES, INC.

RIA
CRD#: 40875
SANDUSKY, OH
Past

January 6, 2004 - May 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

March 20, 2001 - January 12, 2004

NEW ENGLAND SECURITIES

RIA
CRD#: 615
CLEVELAND, OH
Past

December 22, 2000 - January 12, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

June 17, 1996 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

June 17, 1996 - January 5, 2001

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(4/5/2021)
IAR
Ohio
(5/22/2006)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/29/1999
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GL
GREAT LAKES BENEFITS AND WEALTH MANAGEMENT
GREAT LAKES BENEFITS AND RETIREMENT GROUP | GREAT LAKES RETIREMENT GROUP | GREAT LAKES BENEFITS, INC. DBA GREAT LAKES BENEFITS AND R | GREAT LAKES BENEFITS, INC. | GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

CRD#: 140440 / SEC#:

Florida
Registered Investment Advisory firm - (4/5/2021 Approved)
Ohio
Registered Investment Advisory firm - (5/18/2006 Approved)
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Contact information


Main Address
1325 Hull Rd, Sandusky, OH 44870
Mailing Address
Phone number
(419) 626-3900
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts275
AUM (Assets Under Management)$ 61,000,000

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.

Company Information


GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

CRD#: 140440Sandusky, OH 44870

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