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Jeannette Michelle Monroe

Rehmann Wealth

Vero Beach, FL

Lansing, MI

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Current Employers
Rehmann Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-08-04
  • FL RA
    APPROVED
    Since 2011-08-04

Branch Locations

5070 Highway A1A Suite 250, Vero Beach, FL 32963 • United States

4086 Legacy Parkway, Lansing, MI 48911-4261 • 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
Royal Alliance Associates West Palm Beach FL 03/2010 12/2017
Rehmann Financial Vero Beach FL 03/2010 Present
Rehmann Financial Network Lansing MI 01/2017 Present
  • 03/2010 → 12/2017
    Royal Alliance Associates
    West Palm Beach, FL
  • 03/2010 → Present
    Rehmann Financial
    Vero Beach, FL
  • 01/2017 → Present
    Rehmann Financial Network
    Lansing, MI
Previous Registrations
  • 2009-04-03 → 2009-12-01
    North Palm Beach, FL
    Fort Myers, FL
  • 2008-01-04 → 2009-03-17
    Stanford Group Company
    Boca Raton, FL
  • 2007-04-02 → 2008-01-04
    Morgan Stanley & Co. Llc
    Ft. Lauderdale, FL
  • 2007-02-08 → 2007-04-02
    Morgan Stanley Dw Inc.
    Ft. Lauderdale, FL
  • 2004-05-06 → 2007-02-05
    Banc Of America Investment Services, Inc.
    Fort Lauderdale, FL
    Fort Lauderdale, FL
Other Businesses

1) REHMANN FINANCIAL - 5070 N HWY A1A STE 250 VERO BEACH, FL 32963 - STARTED 03/10/10 - SUPERVISION MANAGER FOR THE FIRM - OVERSEE ADVISORY ACTIVITY FOR INVESTMENT ADVISER REPRESENTATIVES ASSOCIATED WITH REHMANN - 160 HRS/MONTH ALL DURING SECURITIES TRADING HOURS 2) REHMANN INSURANCE GROUP; INVESTMENT-RELATED; 5070 N HWY A1A STE 250 VERO BEACH, FL 32963; AGENT; STARTED 03/05/2012; 5 HOURS/ 5 SECURITIES HOURS; SUPERVISION AND BEST PRACTICES OF INSURANCE BUSINESS 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Supervision Manager 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: Supervision Manager for the firm

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-05
  • S66 Uniform Combined State Law Examination
    2002-11-05
Other Names
  • Jeannette Michelle Grunwaldt
  • Jeanette Michelle Grunwaldt
  • Jeannette Michelle Grunwaldt

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