Rehmann Wealth
Rehmann Wealth (CRD# 123047) is a financial advisory firm headquartered in Lansing, MI. They manage $3,846,368,000 in 5,272 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management3,846MILLION
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Total Number of Accounts5,272ACCOUNTS
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Average Account Value$729,584
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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
Basam Malik (CRD# 5810676) is an Investment Advisor Representative working at Rehmann Wealth in Lansing, MI and has over 10 years of experience in the finance industry.
Marla Masters (CRD# 5591339) is an Investment Advisor Representative working at Rehmann Wealth in Grand Rapids, MI and has over 12 years of experience in the finance industry.
Simon Micakaj (CRD# 6614499) is an Investment Advisor Representative working at Rehmann Wealth in Troy, MI and has over 7 years of experience in the finance industry.
Jeannette Monroe (CRD# 4584325) is an Investment Advisor Representative working at Rehmann Wealth in Vero Beach, FL and has over 21 years of experience in the finance industry.
Jeffrey Phillips (CRD# 4319983) is an Investment Advisor Representative working at Rehmann Wealth in Lansing, MI and has over 8 years of experience in the finance industry.
James Russell (CRD# 4644298) is an Investment Advisor Representative working at Rehmann Wealth in Lansing, MI and has over 20 years of experience in the finance industry.
Nicole Spitzley (CRD# 5526351) is an Investment Advisor Representative working at Rehmann Wealth in Lansing, MI and has over 11 years of experience in the finance industry.
Ryan Sullivan (CRD# 4514250) is an Investment Advisor Representative working at Rehmann Wealth in Traverse City, MI and has over 22 years of experience in the finance industry.
Luke Terry (CRD# 4002258) is an Investment Advisor Representative working at Rehmann Wealth in Lansing, MI and has over 24 years of experience in the finance industry.
Gerald Wernette (CRD# 4392592) is an Investment Advisor Representative working at Rehmann Wealth in Troy, MI and has over 22 years of experience in the finance industry.