James Gracik, financial advisor Lansing MI

James Gracik

CRD Number: 4222237
Current Firm: Rehmann Financial

James Gracik (CRD# 4222237) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 23 years of experience in the finance industry.

Similar Advisors
Larry Mengerink, financial advisor Lansing MI
Larry A. Mengerink
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Richard Adams, financial advisor Lansing MI
Richard G. Adams
CRD# 6489315
Cg Advisory Services
Similar Advisors
Matthew Addy, financial advisor Lansing MI
Matthew D. Addy
CRD# 5739197
Mml Investors Services, LLC
Company Name Location Dates Years
Rehmann Financial Network, LLC Lansing, MI Jan 2017 - Current 7
Gracik & Gracik, P.c. Tawas City, MI Dec 2016 - Current 7
Rehmann Financial Lansing, MI Oct 2008 - Current 15
Sgc Financial Group, Ltd. Tawas City, MI Jun 2000 - Current 23
Independent Insurance Tawas City, MI Jun 2000 - Current 23
Royal Alliance Associates Tawas City, MI Feb 2010 - Dec 2017 7
Stephenson, Gracik & Company P.c. East Tawas, MI Jan 1998 - Dec 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for James J. Gracik
Phone Number: 517-316-2400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,044
    MILLIONS
  • Total Number of Accounts
    5,142
    ACCOUNTS
  • Average Account Value
    $591,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from James Gracik and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.