WM
CFP
WM
CFP

Wayne Maslyk

24 Years of Experience
Sandusky, OH
Sells Insurance

Wayne Maslyk is a CFP-designated registered investment advisor at Great Lakes Benefits and Wealth Management, based in Sandusky, OH, with 24 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 275 clients with $61M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
275 clients
Average Client Portfolio
$222K average
Assets Under Management
$61.0M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $750K1.25%
$750K+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1325 Hull Rd, Sandusky, OH, 44870

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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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Other Business ActivitiesSells Insurance

Wayne is the owner of Great Lakes Benefits, Inc., an employee benefits business, since 2003. He spends nearly full-time selling group health, employee benefits, fixed annuities, non-variable life, and long-term care insurance.

Employment History
Current Registrations
Great Lakes Benefits and Wealth Management
May 2006 - Present · 19 yrs 11 mos
Previous Registrations
Usallianz Securities, INC.
January 2004 - May 2006 · 2 yrs 4 mos
New England Securities Corporation
March 2001 - January 2004 · 2 yrs 10 mos
State Registrations2 states
FLOH
Advisor

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.

Exams
No exam information available for this advisor.