Jason Cryderman
Jason Cryderman is a registered investment advisor at Great Lakes Investment Advisors INC., based in Midland, MI, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Great Lakes Investment Advisors does not directly manage client investments. Instead, GLI refers clients to third-party money managers. Clients will pay the third-party money manager's fees, which will be disclosed to you before you sign an agreement. GLI receives a portion of these fees as a referral fee.
Location
135 N. Saginaw Road, Midland, MI, 48640
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is the Vice President of Great Lakes Financial Freedom Group, Inc. since 2000, where he sells insurance products, dedicating about 10-20% of his time. He also spends a few hours per week with Great Lakes Tax Advisors, LLC, selling and referring clients to tax planners/preparers since 2009.
Employment History
Current Registrations
Great Lakes Investment Advisors INC.
Previous Registrations
Senior Financial Strategies
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.