TrueAdvisor
TrueAdvisor
MC
MC

Matthew Channell

Great Lakes Advisors, LLC
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Great Lakes Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
2,123 clients
Average Client Portfolio
$7.2M average
Assets Under Management
$15.3B

Fee Structure

Minimum Investment:$1M

Location

231 S. Lasalle Street, 4th Floor, Chicago, IL, 60604

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Great Lakes Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wintrust Investments LLCBroker
April 2022 - July 2025 · 3 yrs 3 mos
Wintrust Investments
April 2022 - January 2025 · 2 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2021 - March 2022 · 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.