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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-18 |
Branch Locations
1500 W. Big Beaver Rd. 2Nd Floor, Troy, MI 48084 • 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 Wealth | Troy | MI | 05/2026 | Present |
| Integrated Financial Inc. | Lansing | MI | 04/2015 | 12/2016 |
| Axa Advisors, Llc | New York | NY | 05/2016 | 07/2018 |
| Ameriprise Financial Services Inc | Troy | MI | 07/2018 | 02/2021 |
| M Holdings Securities, Inc | Portland | OR | 02/2021 | 04/2025 |
| Golden Reserve Retirement, Llc | Dublin | OH | 04/2025 | 04/2026 |
1) Walled Lake Foundation for Excellence; 850 Ladd Road, Building D, Walled Lake, MI 48390; Started 09/12/2016; Volunteer Board Chairman; Non-Profit organization provides financial support to the school district via grant program and donations; Not Investment Related; 3-5 hours/month; 0 hours/month during business hours; No Compensation. I help with administration and execution of fund development & foundation events. Planning, executive functions, and overall organizational leadership. 2) Orsa Credit Union Supervisory Committee - Not Investment Related - P.O. Box 8050, Plymouth, MI 48170 - Volunteer Committee Member - Started 12/15/2022 - 2-4 hours per month - 0 hours per month during trading hours - Volunteer basis. Responsible for ensuring that the credit union operates in a safe, sound, and compliant manner. 3) Rehmann Financial Network, LLC; Investment related; 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084; Broker dealer: Registered Rep; Start date 5/2026; 160 hours/month; 160 securities hours per month 4) Rehmann Capital Advisory Group; Investment related; 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084; RIA; Financial Advisor; Start date 5/2026; 160 hours/month; 160 securities hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-23 |
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