Frederick Schaard, financial advisor Lansing MI
96 score

Frederick Schaard

CRD Number: 1101334
Current Firm: Rehmann Financial

Frederick Schaard (CRD# 1101334) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 35 years of experience in the finance industry. Frederick Schaard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rehmann Capital Advisory Group Lansing, MI Jun 2017 - Current < 1
Rehmann Insurance Group Lansing, MI Jan 2007 - Current 11
Rehmann Financial Network, LLC Lansing, MI Mar 2015 - Dec 2016 1
Royal Alliance Associates Lansing, MI Feb 2010 - Dec 2016 6
Rehmann Financial Lansing, MI Aug 2000 - Dec 2016 16
Triad Advisors Norcross, GA Oct 2007 - Feb 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
Contact Info for Frederick J. Schaard
Phone Number: 517-316-2400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,477
    MILLIONS
  • Total Number of Accounts
    4,704
    ACCOUNTS
  • Average Account Value
    $739,068
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, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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