Rehmann Financial

Rehmann Financial (CRD# 123047) is a financial advisory firm headquartered in Lansing, MI. They manage $2,583,645,000 in 4,385 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,584
    MILLION
  • Total Number of Accounts
    4,385
    ACCOUNTS
  • Average Account Value
    $589,201
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Rehmann Financial
Showing 1 - 10 of 36 top financial advisors.
1
Douglas A. Barber
CRD#: 2239007
675 Robinson Rd, Jackson, MI 49203

Douglas Barber (CRD# 2239007) is an Investment Advisor Representative working at Rehmann Financial in Jackson, MI and has over 29 years of experience in the finance industry. Douglas Barber 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.

2
Jason A. Baum
CRD#: 5336595
4086 Legacy Parkway, Lansing, MI 48911

Jason Baum (CRD# 5336595) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 14 years of experience in the finance industry. Jason Baum 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.

3
Jay B. Berger
CRD#: 2433529
236 1/2 E. Front St, Suite 17, Traverse City, MI 49684

Jay Berger (CRD# 2433529) is an Investment Advisor Representative working at Rehmann Financial in Traverse City, MI and has over 27 years of experience in the finance industry. Jay Berger 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.

4
Matthew V. Billitti
CRD#: 3019446
4086 Legacy Parkway, Lansing, MI 48911

Matthew Billitti (CRD# 3019446) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 23 years of experience in the finance industry.

5
Kristopher M. Burak
CRD#: 4509853
4086 Legacy Parkway, Lansing, MI 48911

Kristopher Burak (CRD# 4509853) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 19 years of experience in the finance industry.

6
Louis M. Cocorullo
CRD#: 6285786
701 Colorado Ave, Stuart, FL 34994

Louis Cocorullo (CRD# 6285786) is an Investment Advisor Representative working at Rehmann Financial in Stuart, FL and has 1 year of experience in the finance industry. Louis Cocorullo 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.

7
Rodney D. Ellis
CRD#: 200463
4086 Legacy Parkway, Lansing, MI 48911

Rodney Ellis (CRD# 200463) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 38 years of experience in the finance industry.

8
Adam K. Garvey
CRD#: 5871750
2330 East Paris Ave Se, Grand Rapids, MI 49546

Adam Garvey (CRD# 5871750) is an Investment Advisor Representative working at Rehmann Financial in Grand Rapids, MI and has over 10 years of experience in the finance industry.

9
Steven M. Gibson
CRD#: 5466078
555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108

Steven Gibson (CRD# 5466078) is an Investment Advisor Representative working at Rehmann Financial in Ann Arbor, MI and has over 13 years of experience in the finance industry.

10
Gerald D. Gracik
CRD#: 4222118
4086 Legacy Parkway, Lansing, MI 48911

Gerald Gracik (CRD# 4222118) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 21 years of experience in the finance industry.

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