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MS

Matthew A. Starke

GREAT LAKES RETIREMENT SOLUTIONS
Saginaw, MI 48603
Some features on this profile are disabled
CRD#: 4303973
MS

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.
The advisor shows no other business activity.

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.

BD
CRD#: 42150
BAY CITY, MI
Past

November 18, 2002 - December 31, 2006

TRIAD ADVISORS LLC

BD
CRD#: 25803
BAY CITY, MI
Past

January 16, 2001 - November 27, 2002

EQUITABLE ADVISORS, LLC

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/20/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/15/2001
General Securities Representative Examination

Current Firm

GL
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
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts252
AUM (Assets Under Management)$ 42,423,501

Red Flags

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

Company Information

GREAT LAKES RETIREMENT SOLUTIONS, INC.

CRD#: 167046Saginaw, MI 48603

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