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William Lewis Lazar

Rehmann Wealth

Lansing, MI

Vero Beach, FL

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Current Employers
Rehmann Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-03
MI RA APPROVED 2024-04-02
  • FL RA
    APPROVED
    Since 2024-05-03
  • MI RA
    APPROVED
    Since 2024-04-02

Branch Locations

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

5070 Highway A1A Suite 250, Vero Beach, FL 32963 • 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
Plante Moran Financial Advisors Traverse City MI 10/2015 02/2024
Rehmann Financial Vero Beach FL 04/2024 Present
Previous Registrations
Other Businesses

Youth Sailing Foundation; Non-investment related; 17 17th St, Vero Beach, FL 32960; Non-profit organization; Board member/Treasurer responsible for reviewing monthly financials and assisting with annual audit; start date 9/1/2025; 4 hours per month, 0 securities hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-14
  • S65 Uniform Investment Adviser Law Examination
    2017-01-14
Designations
Other Names
  • William L Lazar
  • Bill Lazar

View on SEC IAPD

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