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Current Employers
Rehmann Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-05-26
  • MI RA
    APPROVED
    Since 2010-05-26

Branch Locations

2330 East Paris Ave Se, Grand Rapids, MI 49546 • 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
Rehmann Financial Lansing MI 10/2007 Present
Royal Alliance Grand Rapids MI 02/2010 12/2017
Rehmann Financial Network, Llc Lansing MI 01/2017 Present
  • 10/2007 → Present
    Rehmann Financial
    Lansing, MI
  • 02/2010 → 12/2017
    Royal Alliance
    Grand Rapids, MI
  • 01/2017 → Present
    Rehmann Financial Network, Llc
    Lansing, MI
Previous Registrations
  • 2005-10-24 → 2007-10-09
    Seidman Private Advisors Llc
    Grand Rapids, MI
  • 2004-06-15 → 2004-12-31
    Deloitte Investment Advisors Llc
    Chicago, IL
Other Businesses

1) REHMANN INSURANCE GROUP - YES - LICENSED PRODUCER - 4086 LEGACY PARKWAY LANSING, MI 48911 PHONE: (517) 316-2400; START DATE 12/17/2007; SELL INSURANCE PRODUCTS FOR A COMMISSION TO MY CLIENTS; 5 HOURS PER MONTH; 5 DURING SECURITIES HOURS 2) CPA - TAX RETURNS - PREPARE FOR MY FAMILY AND FRIENDS - NON INVESTMENT RELATED; 5396 Egypt Creek, Ada, MI 49301; A FEW HOURS PER YEAR DURING TAX SEASON 3)REHMANN FINANCIAL - RCAG; 2330 EAST PARIS AVE SE, GRAND RAPIDS, MI 49546; FINANCIAL ADVISOR; 10/01/2007; 200 HRS; SEC HRS 200; DUTIES- FINANCIAL ADVISOR, FINANCIAL PLANNING AND ASSET MANAGEMENT FOR HIGH NET WORTH CLIENTS. 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2007 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 DESCRIPTION: REGISTERED REP

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-09-17
S65 Uniform Investment Adviser Law Examination 2004-05-24
  • S63 Uniform Securities Agent State Law Examination
    2008-09-17
  • S65 Uniform Investment Adviser Law Examination
    2004-05-24
Designations
Other Names
  • Derrek Klimek

View on SEC IAPD

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