AB

Andrew L. Brewer

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT
Sandusky, OH 44870
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CRD#: 7373980
AB

Professional summary


Andrew Lawrence Brewer, who also goes by Andrew L Brewer, Andrew Brewer, is a registered financial advisor currently at GREAT LAKES BENEFITS AND WEALTH MANAGEMENT located in Sandusky, Ohio.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Andrew L Brewer | Andrew Brewer

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.

CRS (Client Relationship Summary) - RIA


Click below to view Andrew Lawrence Brewer'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

September 27, 2023 - Present

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

Office #1: 1325 Hull Rd, Sandusky, OH 44870
RIA
CRD#: 140440
Sandusky, OH

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
Ohio
(9/27/2023)

Exams


State Security Law 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

Regulatory assets under management


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

Red Flags


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Company Information


GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

CRD#: 140440Sandusky, OH 44870

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