Hio Rumschlag, financial advisor Southfield MI
96 score

Hio Rumschlag

CRD Number: 1207307
Current Firm: Raymond James Financial Services Advisors, Inc.

Hio Rumschlag (CRD# 1207307) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Southfield, MI and has over 32 years of experience in the finance industry. Hio Rumschlag 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
John Hancock Howell, MI Jan 2014 - Current 2
Raymond James Financial Services Advisors Inc. Southfield, MI Aug 2010 - Current 6
R2 Financial Planning LLC Southfield, MI Oct 1996 - Current 20
Raymond James Financial Services, Inc. Southfield, MI Dec 1991 - Current 25
L&r Capital Planning Bloomfield Hills, MI Jul 1986 - Apr 2011 24
Real Estate Sales Agent Bloomfield Hills, MI Jun 1982 - Apr 2011 28
Insurance-non Variable Waterford, MI Sep 2008 - Jan 2009 < 1
Pre-paid Legal Services, Inc. Southfield, MI Apr 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
Contact Info for Hio I. Rumschlag
Phone Number: 727-567-5877
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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