Rehmann Financial

Rehmann Financial (CRD# 123047) is a financial advisory firm headquartered in Lansing, MI. They manage $3,476,578,000 in 4,704 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,477
    MILLION
  • 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
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, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI

Financial Advisors at Rehmann Financial
Showing 1 - 10 of 40 top financial advisors.
1
Douglas A. Barber
CRD#: 2239007
675 Robinson Rd, Jackson, MI 49203
96
Wealthminder
score

Douglas Barber (CRD# 2239007) is an Investment Advisor Representative working at Rehmann Financial in Jackson, MI and has over 26 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
6609 Willow Park Drive, Suite 100, Naples, FL 34109
96
Wealthminder
score

Jason Baum (CRD# 5336595) is an Investment Advisor Representative working at Rehmann Financial in Naples, FL and has over 10 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
96
Wealthminder
score

Jay Berger (CRD# 2433529) is an Investment Advisor Representative working at Rehmann Financial in Traverse City, MI and has over 24 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
Rodney D. Ellis
CRD#: 200463
4086 Legacy Parkway, Lansing, MI 48911
96
Wealthminder
score

Rodney Ellis (CRD# 200463) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 35 years of experience in the finance industry.

5
Frank A. Germack
CRD#: 2039639
1500 Big Beaver Rd, Second Floor, Troy, MI 48084
96
Wealthminder
score

Frank Germack (CRD# 2039639) is an Investment Advisor Representative working at Rehmann Financial in Troy, MI and has over 9 years of experience in the finance industry.

6
Keith D. Harder
CRD#: 3043739
5800 Gratiot Ave, Suite 201, Saginaw, MI 48638
96
Wealthminder
score

Keith Harder (CRD# 3043739) is an Investment Advisor Representative working at Rehmann Financial in Saginaw, MI and has over 20 years of experience in the finance industry. Keith Harder 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
Derrek J. Klimek
CRD#: 4815703
2330 East Paris Ave Se, Grand Rapids, MI 49546
96
Wealthminder
score

Derrek Klimek (CRD# 4815703) is an Investment Advisor Representative working at Rehmann Financial in Grand Rapids, MI and has over 14 years of experience in the finance industry. Derrek Klimek 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.

8
Ronald L. Knipping
CRD#: 2490894
2330 East Paris Ave Se, Grand Rapids, MI 49546
96
Wealthminder
score

Ronald Knipping (CRD# 2490894) is an Investment Advisor Representative working at Rehmann Financial in Grand Rapids, MI and has over 24 years of experience in the finance industry. Ronald Knipping 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.

9
Kimberly A. Martin
CRD#: 1980580
701 Colorado Avenue, Stuart, FL 34994
96
Wealthminder
score

Kimberly Martin (CRD# 1980580) is an Investment Advisor Representative working at Rehmann Financial in Stuart, FL and has over 17 years of experience in the finance industry.

10
Joseph R. Olekszyk
CRD#: 5162346
5070 North Highway A1a, Suite 250, Vero Beach, FL 32963
96
Wealthminder
score

Joseph Olekszyk (CRD# 5162346) is an Investment Advisor Representative working at Rehmann Financial in Vero Beach, FL and has over 9 years of experience in the finance industry. Joseph Olekszyk 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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