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Current Employers
Rehmann Wealth

4086 Legacy Parkway, Lansing, MI 48911-4261 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-05-18
  • MI RA
    APPROVED
    Since 2010-05-18

Branch Locations

4086 Legacy Parkway, Lansing, MI 48911-4261 • United States

540 W Lake St. Unit 1, Tawas City, MI 48763 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stephenson, Gracik & Co. P.C. East Tawas MI 01/1998 12/2016
Royal Alliance Associates Tawas City MI 02/2010 12/2017
Sgc Financial Group, Ltd. Tawas City MI 06/2000 Present
Independent Insurance Tawas City MI 06/2000 Present
Rehmann Financial Lansing MI 10/2008 Present
Rehmann Financial Network, Llc Lansing MI 01/2017 Present
Gracik & Gracik, P.C. Tawas City MI 12/2016 Present
  • 01/1998 → 12/2016
    Stephenson, Gracik & Co. P.C.
    East Tawas, MI
  • 02/2010 → 12/2017
    Royal Alliance Associates
    Tawas City, MI
  • 06/2000 → Present
    Sgc Financial Group, Ltd.
    Tawas City, MI
  • 06/2000 → Present
    Independent Insurance
    Tawas City, MI
  • 10/2008 → Present
    Rehmann Financial
    Lansing, MI
  • 01/2017 → Present
    Rehmann Financial Network, Llc
    Lansing, MI
  • 12/2016 → Present
    Gracik & Gracik, P.C.
    Tawas City, MI
Other Businesses

(1) REHMANN FINANCIAL POSITION: ADVISOR NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 10/06/2008 ADDRESS: 540 W. LAKE ST., UNIT 1, TAWAS CITY, MI 48763 DESCRIPTION: Provide financial advice regarding financial planning, cash management, insurance and investment selections. 2) SGC Financial Group, Ltd., Yes, 540 W. LAKE ST., UNIT 1, TAWAS CITY, MI 48763, 01/31/11, 75, 60, Securities Marketing Name 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911; DESCRIPTION: registered rep 4) GRACIK PROPERTIES, LLC POSITION: MEMBER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2016 ADDRESS: 540 W. LAKE ST., UNIT 1, TAWAS CITY MI 48763, United States DESCRIPTION: GENERAL ADMINISTRATIVE MATTERS 5) GRACIK & GRACIK, P.C. POSITION: OWNER NATURE: CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 110 START DATE: 12/01/2016 ADDRESS: 540 W, LAKE ST., UNIT 1, P.O. BOX 70, TAWAS CITY MI 48764, United States DESCRIPTION: TAX, ACCOUNTING, AUDIT AND CONSULTING SERVICES TO A LARGE NUMBER OF INDIVIDUALS AND SMALL BUSINESSES 6) TOWN SQUARE CONDO OWNERS ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 540 W LAKE ST, TAWAS CITY, MI 48763 NATURE OF THE BUSINESS: NONPROFIT CORP FORMED TO MANAGE, ADMINISTER AND MAINTAIN THE RESIDENTIAL AND COMMERCIAL UNITS OF TOWN SQUARE CONDOMINIUM, TAWAS CITY, MI POSITION: BOARD OF DIRECTORS START DATE: 9/20/2022 HRS PER MONTH: LESS THAN 1 SECURITIES HRS PER MONTH: 0 DUTIES: APPROVE ANNUAL BUDGET AND VOTE ON ANY SIGNIFICANT OPERATIONAL MATTERS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-26
S63 Uniform Securities Agent State Law Examination 2000-07-29
  • S65 Uniform Investment Adviser Law Examination
    2010-03-26
  • S63 Uniform Securities Agent State Law Examination
    2000-07-29

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