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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-10-13 |
| LA | RA | APPROVED | 2019-10-01 |
| MI | RA | APPROVED | 2010-06-11 |
Branch Locations
107 S. Cass St Suite A, Traverse City, MI 49684 • United States
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Rehmann Group | Lansing | MI | 12/2003 | Present |
| Royal Alliance Associates | Traverse City | MI | 02/2010 | 12/2017 |
| Rehmann Financial Network, Llc | Lansing | MI | 01/2017 | Present |
1) REHMANN FINANCIAL (REHMANN CAPITAL ADVISORY GROUP)- INVESTMENT RELATED - 107 S. CASS ST SUITE A, TRAVERSE CITY, MI 49684 - FINANCIAL ADVISOR - AFFILIATED 12/2003 - 80 HRS/MONTH - 40HRS/MONTH DURING SECURITIES TRADING - PROVIDE INVESTMENT ADVISORY SERVICES, FINANCIAL PLANNING, AND RETIREMENT PLAN CONSULTING SERVICES TO CLIENTS. 2) REHMANN INSURANCE GROUP - INVESTMENT RELATED - 107 S. CASS ST, SUITE A, TRAVERSE CITY, MI 49684 - STATUTORY AGENT - AFFILIATED 12/2003 - 10 HRS/MONTH - 8HRS/MONTH DURING SECURITIES TRADING - WORK AS AN AGENT TO PROVIDE FIXED INSURANCE SOLUTIONS IN LIFE, DISABILITY, ACCIDENT AND HEALTH MARKETS. 3)REHMANN FINANCIAL NETWORK LLC; POSITION: REGISTERED REP; NATURE: LLC; INVESTMENT RELATED: YES; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 5; START DATE: 01/01/2017 ADDRESS: 4086 LEGACY PARKWAY, LANSING, MI 48911; DESCRIPTION: REGISTERED REP 4) NATIONAL WRITERS SERIES; NON-INVESTMENT RELATED; ADDRESS: 1200 W 11TH ST, SE 231, TRAVERSE CITY, MI 49684; NATURE OF THE BUSINESS: NON PROFIT ORGANIZATION; POSITION: BOARD MEMBER; START DATE: 2/1/2020; HOURS PER MONTH: 2; SECURITIES HOURS PER MONTH: <1; DUTIES: SERVE AS GENERAL BOARD MEMBER FOR AN ARTS RELATED NON PROFIT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-09 |
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