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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
800 Se Monterey Commons Blvd. Suite 102, Stuart, FL 34994 • United States
500 University Blvd. Suite 215, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Lathrup Village | MI | 01/2014 | 12/2017 |
| Rehmann Financial Network, Llc | Lansing | MI | 01/2017 | 12/2017 |
| Rehmann Capital Advisory Group | Lansing | MI | 03/2017 | Present |
| Rehmann Financial Network, Llc | Vero Beach | FL | 05/2019 | Present |
1. REHMANN INSURANCE GROUP POSITION: FINANCIAL ADVISOR NATURE: SALES OF FIXED INSURANCE PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 35 START DATE: 02/02/2014 ADDRESS: 5800 GRATIOT, STE 201, SAGINAW MI 48605 DESCRIPTION: SELLING FIXED INSURANCE PRODUCES TO EXISTING AND PROSPECTIVE CLIENTS. 2. REHMANN CAPITAL ADVISORY GROUP POSITION: FINANCIAL ADVISOR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 DESCRIPTION: INVESTMENT AND FINANCIAL PLANNING THROUGH THE RIA 3. REHMANN FINANCIAL NETWORK LLC - ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 INVESTMENT RELATED: YES - POSITION: REGISTERED REP - HOURS PER MONTH: 40 - SECURITIES HOURS PER MONTH: 40 DUTIES: ACTING AS A REGISTERED REP THROUGH THE BROKER DEALER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-22 |
| S66 | Uniform Combined State Law Examination | 2009-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-15 |
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