investorguys@greatlakesinvestmentadvisors.com | 989-835-7203
Specializing in solutions for wealth building, asset protection and retirement income.
Carl & Jason Cryderman are the founders of Great Lakes Investment Advisors, Inc., a Registered Investment Advisory Firm. They have over 30 years combined experience in consulting and financial services. They are committed to ensuring the financial security and independence of their clients with the highest levels of integrity, service, respect, and trust. They specialize in solving the financial hurdles faced by individuals who are preparing for retirement, as well as those currently enjoying retirement. At Great Lakes Investment Advisors, Inc. we believe that an investment course of action begins with planning and analysis, and then centers on balancing the growth of your investments with the security you desire, at a risk level and fee structure that you’re comfortable with.
We work closely with each of our clients to outline and implement a personalized plan that meets their risk-reward goals, and that best allows them to enjoy each day as they prepare for and enjoy retirement.
Some of the areas that we’ve been able to help our clients with are:
Our process to help you protect your assets involves:
Our philosophy is to:
Great Lakes Investment Advisors is an independent Registered Investment Advisory Firm. That means that we are not “captive agents” or employed by any specific company or financial institution. Based on our experience, training, and knowledge of the vast array of financial and insurance products available in the market place, we make recommendations to our clients for them to consider and act on as they see fit.
Contact us for a no-obligation consultation. Email us at investorguys@greatlakesinvestmentadvisors.com or call toll-free at 877-608-7555.
Jason is the President and Co-Founder of Great Lakes Investment Advisors, Inc. He has been in the consulting and financial services industry for 15 years. Jason's passion is working with retirees, and those preparing for retirement, in developing and monitoring investment and income plans tailored for their goals. He has helped hundreds of families appropriately manage their investment exposure to taxes, fees, and risk.
Family Information: Jason and his wife Amy have been married since 2002, and have two daughters Alexis and Joslyn, and Guinness their Chocolate Lab. They enjoy spending time together as a family, including soccer, dance, coloring and cooking. Jason also enjoys hockey, golf, fishing and hunting. Jason and his family live in Midland, MI.
Education & Achievements:Jason graduated from Michigan State University with a Bachelor of Arts degree. Jason is a state licensed Investment Advisor Representative (IAR) of Great Lakes Investment Advisors, Inc., a Registered Investment Advisor (RIA). He has successfully completed many courses in the areas of Estate, Investment, and Tax Planning. Jason is a member in superior standing with the National Ethics Bureau, as well as a member of the Better Business Bureau, the Midland Area Chamber of Commerce, and currently sits on the Board of Directors for the United Way of Midland County.
Carl is the Vice-President and Co-Founder of Great Lakes Investment Advisors, Inc. He has been in the estate and financial planning industry for over 15 years. Carl specializes in working with retirees, and those preparing for retirement, in asset protection and management, with safety, growth, and wealth accumulation as the main goals. He has helped hundreds of clients manage their exposure to risk, fees, and taxation.
Family Information: Carl and his wife Carole were married in May 2009, joining together their family of seven children, nine grandchildren, two great grandchildren and three dogs! Carl & Carole enjoy spending time together vacationing, traveling, attending their children's and grandchildren's events, and family time. Carl also enjoys hockey, hunting, fishing, and golf. Carl and Carole live in Midland, MI.
Education & Achievements: Carl attended Northern Michigan University and Lake Superior State University. Carl is a state licensed Investment Advisor Representative (IAR) of Great Lakes Investment Advisors, Inc., a Registered Investment Advisor (RIA). He has successfully completed many courses in the areas of Estate, Investment, and Tax Planning. Carl is a member in superior standing with the National Ethics Bureau, as well as a member of the Better Business Bureau, the Midland Area Chamber of Commerce, and an active member of the American Veterans.
Lisa has been managing the office of Great Lakes Investment Advisors since 2010. She manages the day-to-day operations of the firm. She also assists Jason and Carl with case preparation. Prior to joining Great Lakes Investment Advisors, Lisa was a personal lines account manager for an independent property/casualty insurance agency.
Family Information: Lisa and her husband Mike live in Midland, MI with their daughter Ashley and son Alex. She enjoys gardening, collecting stamps, and spending time at the Servis family's seasonal residence in Harrison, MI.
Education & Achievements: Lisa is a graduate of Michigan State University where she earned a Bachelor of Science degree. Lisa is a Certified Insurance Service Representative (CISR) and a Notary Public for the State of Michigan.
314 Eastman Ave
Midland, Michigan 48640
Phone: 989-835-7203
Toll Free: 877-608-7555
Retirement Seminar
Estate Planning
Tax Strategies
Financial Management
