Rehmann Financial

Rehmann Financial (CRD# 123047) is a financial advisory firm headquartered in Lansing, MI. They manage $3,043,669,000 in 5,142 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,044
    MILLION
  • Total Number of Accounts
    5,142
    ACCOUNTS
  • Average Account Value
    $591,923
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
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 26 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 31 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
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 30 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.

3
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 21 years of experience in the finance industry.

4
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 12 years of experience in the finance industry.

5
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 16 years of experience in the finance industry.

6
James J. Gracik
CRD#: 4222237
4086 Legacy Parkway, Lansing, MI 48911

James Gracik (CRD# 4222237) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 23 years of experience in the finance industry.

7
Keith D. Harder
CRD#: 3043739
1500 W. Big Beaver Rd, 2nd Floor, Troy, MI 48084

Keith Harder (CRD# 3043739) is an Investment Advisor Representative working at Rehmann Financial in Troy, MI and has over 25 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.

8
Susan F. Hooper
CRD#: 4909837
4086 Legacy Parkway, Lansing, MI 48911

Susan Hooper (CRD# 4909837) is an Investment Advisor Representative working at Rehmann Financial in Lansing, MI and has over 10 years of experience in the finance industry.

9
Derrek J. Klimek
CRD#: 4815703
2330 East Paris Ave Se, Grand Rapids, MI 49546

Derrek Klimek (CRD# 4815703) is an Investment Advisor Representative working at Rehmann Financial in Grand Rapids, MI and has over 19 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.

10
Ronald L. Knipping
CRD#: 2490894
2330 East Paris Ave Se, Grand Rapids, MI 49546

Ronald Knipping (CRD# 2490894) is an Investment Advisor Representative working at Rehmann Financial in Grand Rapids, MI and has over 29 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.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.