Andrew L. Brewer

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

Sandusky, OH 44870

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CRD#: 7373980

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.

I am a licensed agent with Sentinel Security Life & Delaware Life. I receive commissions based off of annuities submitted with those carriers. Part-Time Bartender at The Shipyards. No commissions received. I also plan on stopping working there in the fall.

Blog Corner

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)

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 65

Date: 7/18/2023

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	275
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.

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Andrew L. Brewer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lawrence Brewer's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2023

Current Firm

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREAT LAKES BENEFITS AND WEALTH MANAGEMENT

TRUST BUT VERIFY

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