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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-10-20 |
| LA | RA | APPROVED | 2019-10-01 |
| MI | RA | APPROVED | 2013-10-02 |
Branch Locations
2330 East Paris Ave Se, Grand Rapids, MI 49546 • United States
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rehmann Financial Group | Grand Rapids | MI | 09/2013 | Present |
| Royal Alliance | Grand Rapids | MI | 09/2013 | 12/2017 |
| Rehmann Financal Network, Llc | Lansing | MI | 01/2017 | Present |
1. REHMANN CAPITAL ADVISORY GROUP - RCAG POSITION: FINANCIAL ADVISOR NATURE: LIMITED LIABILITY COMPANY INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 09/10/2013 ADDRESS: 2300 EAST PARIS AVE. S.E., GRAND RAPIDS MI 49546 DESCRIPTION: FINANCIAL PLANNING AND PROVIDING INVESTMENT ADVICE 2. REHMANN INSURANCE GROUP, LLC - RIG POSITION: LICENSED PRODUCER NATURE: LIMITED LIABILITY COMPANY INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 09/10/2013 ADDRESS: 2330 EAST PARIS AVE SE, GRAND RAPIDS MI 49546 DESCRIPTION: WRITE NEW AND SERVICE EXISTING INSURANCE BUSINESS 3. REHMANN ROBSON LLC POSITION: Staff Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 02/01/2016 ADDRESS: 2330 East Paris Ave SE, Grand Rapids MI 49546 DESCRIPTION: I help the the tax staff prepare trust & estate tax returns, some individual tax returns, and some business tax returns. 4. REHMANN FINANCIAL NETWORK, LLC POSITION: REGISTERED REP 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: registered rep 5. GRAND TRAVERSE AREA ESTATE PLANNING COUNCIL; POSITION: BOARD MEMBER; NATURE: NON PROFIT DIRECTORSHIP; INVESTMENT RELATED: NO; NUMBER OF HOURS: 1; SECURITIES HOURS: 0; START DATE: 09/24/2020; ADDRESS: 233 LAKE AVE, SUITE B, TRAVERSE CITY, MI 49684; DUTIES: NON OFFICER BOARD MEMBER AS WELL AS PROGRAMMING COMMITTEE MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-13 |
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