Kristopher Burak, financial advisor Lansing MI
93 score

Kristopher Burak

CRD Number: 4509853
Current Firm: Rehmann Financial

Kristopher Burak (CRD# 4509853) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates Lansing, MI Feb 2010 - Current 6
Rehmann Financial Lansing, MI Aug 2008 - Current 8
Triad Advisors, Inc. Norcross, GA Aug 2008 - Feb 2010 1
Rehmann Financial Lansing, MI Jan 2007 - Aug 2008 1
Laingsburg High School Laingsburg, MI Aug 2006 - Aug 2007 1
Cambridge Group Investments, Ltd. East Lansing, MI Feb 2002 - Jan 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Kristopher M. Burak
Phone Number: 517-316-2400
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    3,709
    MILLIONS
  • Total Number of Accounts
    5,028
    ACCOUNTS
  • Average Account Value
    $737,743
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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