Matthew Starke
President and Investment Adviser Representative at Great Lakes Retirement Solutions, Inc.
- Role
- President, Financial Coach and Investment Adviser Representative at Great Lakes Retirement Group
- Location
- Saginaw, MI, US
- LinkedIn followers
- 500 followers
About Matthew Starke
I have experience as a(n)- Event planner and coordinator - Project manager -…
Experience
President, Financial Coach and Investment Adviser Representative
Aug 2013 — Present
As an Investment Adviser Representative, we Coach Individuals and Small Business Owners in the areas of wealth management and individual financial planning issues. We specialize in Retirement and Income planning solutions, as well as 401k Rollovers, IRA and Roth IRA Portfolio Management.As a Registered Investment Adviser, Great Lakes Retirement Solutions, Inc. and it\'s associates have a fiduciary duty to place the client\'s best interest ahead of our own. This differs from a Broker or traditional financial adviser that might sell front-loaded commission based securities.
Education
Northwood University
BBA
1996 — 1997
Skills
- Educational Leadership
- 401k Rollovers
- Event Planning
- Coordinating Events
- Securities
- Public Speaking
- Estate Planning
- Asset Allocation
- Wealth
- Funding
- Fixed Annuities
- Insurance
- Marketing
- Retirement Planning
- Life Insurance
- Retirement
- Strategic Financial Planning
- Marketing Strategy
- Long Term Care Insurance
- Trade Shows
- Sales
- Financial Planners
- Investments
- Creative Solutions
- Iras
- Investment Management
- Problem Solving
- 401k
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