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Current Employers
Rehmann Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
MI RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • MI RA
    APPROVED
    Since 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

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 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
  • 01/2014 → 12/2017
    Royal Alliance
    Lathrup Village, MI
  • 01/2017 → 12/2017
    Rehmann Financial Network, Llc
    Lansing, MI
  • 03/2017 → Present
    Rehmann Capital Advisory Group
    Lansing, MI
  • 05/2019 → Present
    Rehmann Financial Network, Llc
    Vero Beach, FL
Previous Registrations
  • 2009-12-11 → 2014-01-17
    Troy, MI
    Lathrup Village, MI
  • 2009-09-28 → 2009-11-30
    Chase Investment Services Corp.
    Flint, MI
    Swartz Creek, MI
Other Businesses

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

Exams
CodeExamDate
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
  • 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
Designations
Other Names
  • James P. Russell

View on SEC IAPD

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