Debra Allison-Aasby
Debra Allison-Aasby is a registered investment advisor at Great Lakes Financial Strategies, LLC, based in Oshkosh, WI, with 13 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fees are negotiable. GLFS also uses third-party managers, and their fees range from 0.15% to 0.70% depending on the manager chosen.
Fee Estimator
Location
Oshkosh, WI
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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 Activities
Debra owns Lakeshore Coffee Co., LLC, a small family coffee business, where she does small events and gift baskets. She is also an elected official on the Oshkosh City Council.
Employment History
Current Registrations
Great Lakes Financial Strategies, LLC
Previous Registrations
Carl M. Hennig, INC.Broker
Carl M. Hennig, INC.
Windward Wealth Strategies, INC.
Edward Jones
Edward JonesBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations1 state
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