WA
William Allen Smith
CRD 2671372
Firms
| Firm | Role | As of |
|---|---|---|
| Great Lakes Retirement, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Great Lakes Retirement, Inc.
President · 75% or more · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗