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This document is the Form ADV for Great Lakes Financial Strategies, LLC, detailing investment adviser registration and compliance information for 2024. It includes firm details, business structure, assets under management, and regulatory disclosures.
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What is form_adv?
Form ADV is a uniform form used by investment advisors to register with both the SEC and state regulators. It consists of two parts: Part 1 requires information about the advisor's business, ownership, and clients, while Part 2 requires a narrative brochure for clients.
Who is required to file form_adv?
Investment advisors who manage client assets and provide advice about securities are required to file Form ADV.
How to fill out form_adv?
To fill out Form ADV, advisors must provide detailed information about their business structure, services offered, compensation, and any disciplinary actions. It can be completed through the SEC's Investment Adviser Registration Depository (IARD) system.
What is the purpose of form_adv?
The purpose of Form ADV is to provide essential information to clients and regulators about an investment advisor's business practices, fees, and legal history, ensuring transparency in the advisory industry.
What information must be reported on form_adv?
Form ADV requires reporting information such as the advisor's name, business structure, ownership, disciplinary history, types of services provided, fees, and the advisor's investment strategies.
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