Matthew A. Starke

GREAT LAKES RETIREMENT SOLUTIONS

Saginaw, MI 48603

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CRD#: 4303973

Professional summary

Matthew Allan Starke is a registered financial advisor currently at GREAT LAKES RETIREMENT SOLUTIONS, INC. located in Saginaw, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Matthew has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INSURANCE SALES: LIFE, DISABILITY, FIXED AND EQUITY INDEXED ANNUITIES-20 HOURS/MONTH DURING NON-TRADING HOURS. RENTAL PROPERTY: OWNER - 10 HOURS/MONTH DURING NON-TRADING HOURS. JOLT CREDIT UNION: NON-INVESTMENT RELATED; TREASURER; 3 HOURS/MONTH DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Allan Starke'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®

None

Experience

Current

August 8, 2013 - Present

GREAT LAKES RETIREMENT SOLUTIONS, INC.

Office #1: 2135 N. Center Road Suite 1, Saginaw, MI 48603

RIA

CRD#: 167046

Saginaw, MI

Past

October 19, 2010 - August 27, 2013

PROFESSIONAL ANALYSTS, LLC

RIA

CRD#: 124805

BAY CITY, MI

Past

January 16, 2007 - May 11, 2009

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

BAY CITY, MI

Past

November 18, 2002 - December 31, 2006

TRIAD ADVISORS LLC

CRD#: 25803

BAY CITY, MI

Past

January 16, 2001 - November 27, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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

Michigan
(8/8/2013)

IAR

Texas
(4/10/2023)

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

IAR

Series 66

Date: 4/20/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/15/2001

General Securities Representative Examination

Current Firm

GREAT LAKES RETIREMENT SOLUTIONS, INC.

GREAT LAKES RETIREMENT SOLUTIONS, INC. | WISDOM FINANCIAL SERVICES, LLC

CRD#: 167046 / SEC#:

Michigan

Registered Investment Advisory firm - (8/7/2013 Approved)

Texas

Registered Investment Advisory firm - (4/10/2023 Conditional Restricted)

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Contact information

Main Address

2135 N. Center Road Suite 1, Saginaw, MI 48603

Mailing Address

Phone number

(989) 401-2949

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 39,466,000

Red Flags

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

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Matthew A. Starke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Allan Starke's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT LAKES RETIREMENT SOLUTIONS, INC.

PROFESSIONAL ANALYSTS, LLC

FORTUNE FINANCIAL SERVICES, INC.

TRIAD ADVISORS LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/20/2001

Series 7

Date: 1/15/2001

Current Firm

GREAT LAKES RETIREMENT SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREAT LAKES RETIREMENT SOLUTIONS, INC.

TRUST BUT VERIFY

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