Great Lakes Benefits INC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Sandusky & Elyria · Ohio

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Great Lakes Benefits INC is a licensed insurance agency licensed in Sandusky, OH. Its website lists offices in Sandusky, Elyria. Lines listed: Retirement and Financial Planning, IRA & 401K Rollover, Income Planning, Tax Planning, CPA Prepared Tax Returns, Asset P. Founding or history: 2001. Agency Match assessments based on public information: Looking to Buy low. 22 publicly sourced facts with links.

How we determined the info on this profile

License record: taken from the state license roster.
Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
Carrier partnerships: based on carriers named on the agency's website.
Looking to Buy: scored from documented acquisitions, growth and offices on the public record.
Open to Selling: not enough public facts for a score.
Mentorship & Peer Connections: not enough public facts for a score.
Business Partnerships: not enough public facts for a score.

Research

Detailed profile

Geography

2 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Low · 30

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Agency Match score: 30/100 · Medium confidence: 3+ public facts

Why: Two or more documented offices; three or more named leaders; public history of 15+ years in business or in the industry

Two or more documented offices · 1325 Hull Road Sandusky, OH 44870todaysretirees.com
Three or more named leaders · CFP®todaysretirees.com
Public history of 15+ years in business or in the industry · 2001todaysretirees.com

What this rating was based on (3 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Two or more documented offices+15 pts
- 1325 Hull Road Sandusky, OH 44870todaysretirees.com
- 347 Midway Blvd #109 Elyria, OH 44035todaysretirees.com
Three or more named leaders (supporting)+10 pts
- CFP®todaysretirees.com
- Wayne K Maslyk Jr., CFP® President & CEOtodaysretirees.com
- Andrew Brewer CERTIFIED FINANCIAL PLANNER®todaysretirees.com
- Kristin Moffett Executive Assistanttodaysretirees.com
- Alicia Biddlecombe Director of First Impressionstodaysretirees.com
- Wayne has spent 25+ years helping Ohio and Florida retireestodaysretirees.com
Public history of 15+ years in business or in the industry (supporting)+5 pts
- 2001todaysretirees.com

Total: 30 points → Agency Match score 30/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 9 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 7

Acquisition Research Fit is low. Formation year 2001 is on a verified record (25 years in operation). Two documented office cities. Market segment A is descriptive context. The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

Formation year 2001 is on a verified record (25 years in operation). Verified · +5 ptstodaysretirees.com
Two documented office cities. Market segment A is descriptive context. Verified · +2 ptstodaysretirees.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Public history of 15+ years in business or in the industry; three or more named leaders

Public history of 15+ years in business or in the industry · 2001todaysretirees.com
Three or more named leaders · CFP®todaysretirees.com

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Public history of 15+ years in business or in the industry (supporting)+10 pts
- 2001todaysretirees.com
Three or more named leaders (supporting)+5 pts
- CFP®todaysretirees.com
- Wayne K Maslyk Jr., CFP® President & CEOtodaysretirees.com
- Andrew Brewer CERTIFIED FINANCIAL PLANNER®todaysretirees.com
- Kristin Moffett Executive Assistanttodaysretirees.com
- Alicia Biddlecombe Director of First Impressionstodaysretirees.com
- Wayne has spent 25+ years helping Ohio and Florida retireestodaysretirees.com

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 7 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Insufficient Evidence

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Why: Several documented lines of business; two or more documented offices

Several documented lines of business · Retirement and Financial Planning, IRA & 401K Rollover, Income Planning, Tax Planning, CPA Prepared Tax Returntodaysretirees.com
Two or more documented offices · 1325 Hull Road Sandusky, OH 44870todaysretirees.com

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Several documented lines of business (supporting)+10 pts
- Retirement and Financial Planning, IRA & 401K Rollover, Income Planning, Tax Planning, CPA Prepared Tax Returns, Asset Ptodaysretirees.com
- Retirement and Financial Planning, IRA & 401K Rollover, Income Planning, Tax Planning, CPA Prepared Tax Returns, Asset Ptodaysretirees.com
- Retirement and Financial Planning, IRA & 401K Rollover, Income Planning, Tax Planning, CPA Prepared Tax Returns, Asset Ptodaysretirees.com
Two or more documented offices (supporting)+5 pts
- 1325 Hull Road Sandusky, OH 44870todaysretirees.com
- 347 Midway Blvd #109 Elyria, OH 44035todaysretirees.com

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 5 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 7740885), licensed at Sandusky, OH

gateway.insurance.ohio.gov

ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: www.todaysretirees.com

Locations & footprint

Sandusky, Ohio

Operating office

PublishedBrowse city

Elyria, Ohio

Operating office

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Retirement and Financial Planning, IRA & 401K Rollover, Income Planning, Tax Planning, CPA Prepared Tax Returns, Asset Protection, Estate Planning, Life Insurance, Long Term Care PlanningFounding: 2001

People & affiliations

CFP®Published

Sandusky CFP®

Wayne K Maslyk Jr., CFP® President & CEOPublished

Wayne K Maslyk Jr., CFP® President & CEO Wayne Maslyk isn’t just a financial professional; he’s a financial advocate committed to guiding you through the complexities of retirement, tax, and financial planning.

Andrew Brewer CERTIFIED FINANCIAL PLANNER®Published

Andrew Brewer CERTIFIED FINANCIAL PLANNER® Andrew Brewer is a CFP® at Great Lakes Benefits & Wealth Management with three years of experience in the financial planning field.

Kristin Moffett Executive AssistantPublished

Kristin Moffett Executive Assistant Kristin Moffett is more than just an Executive Assistant; she’s the operational powerhouse behind Great Lakes Benefits & Wealth Management.

Alicia Biddlecombe Director of First ImpressionsPublished

Alicia Biddlecombe Director of First Impressions Alicia Biddlecombe is more than just our Director of First Impressions; she’s the friendly face that greets you when you walk through our doors.

Wayne has spent 25+ years helping Ohio and Florida retireesPublished

Wayne has spent 25+ years helping Ohio and Florida retirees decide when to go and when to wait.

Names & entities

GREAT LAKES BENEFITS INCRecord

Legal name on license record

Facts from published sources (22 verified, 3 unverified)

Office locationPublicly sourced

1325 Hull Road Sandusky, OH 44870

“Sandusky Office 1325 Hull Road Sandusky, OH 44870”