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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-06-04 |
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 | Grand Rapids | MI | 01/2003 | Present |
| Royal Alliance Associates | Grand Rapids | MI | 02/2010 | 12/2017 |
| Rehmann Financial Network, Llc | Lansing | MI | 01/2017 | Present |
1. PARTNER IN REHMANN, A CPA, CONSULTING AND FINANCIAL ADVISOR FIRM; POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2008 ADDRESS: 5800 Gratiot Road, Saginaw MI 48638, United States; DESCRIPTION: Partner in Rehmann-a CPA, Consulting and Financial Advisor firm. Ownership in the firm also provides opportunities for real estate investments. 2. REHMANN INSURANCE GROUP - 2330 EAST PARIS AVE, SE, GRAND RAPIDS, MI 49546 - 9/4/2001 - PROVIDE LIFE INSURANCE & VARIABLE ANNUITY PRODUCTS TO MY CLIENTS BASED ON NEED AND SUITABILITY 3. REHMANN CAPITAL ADVISORY GROUP; INVESTMENT RELATED; 2330 EAST PARIS AVE SE, GRAND RAPIDS, MI 49546; FINANCIAL ADVISOR; 09/04/2001; 120 HRS; SEC HRS 6; DUTIES- PROVIDE INVESTMENT ADVICE TO CLIENTS REGARDING INVESTMENT ADVISORY BUSINESS. 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. FOR THE VETS; POSITION: TREASURER; NATURE: NONPROFIT SUPPORT OF U.S. VETERANS; INVESTMENT RELATED: NO; NUMBER OF HOURS: 5 PER MONTH; SECURITIES HOURS: 0; START DATE: 10/15/2020; ADDRESS: 5575 KRAFT SE GRAND RAPIDS, MI; DESCRIPTION: BOARD POSITION FOR VETERANS' ORGANIZATION 6. GRAND RAPIDS CIVIC THEATER ENDOWMENT BOARD; POSITION: TREASURER; NATURE: NONPROFIT; INVESTMENT RELATED: NO; NUMBER OF HOURS: 1 PER MONTH; SECURITIES HOURS PER MONTH: 0; START DATE: 6/18/2026; ADDRESS: 30 DIVISION NE GR, 49503; DESCRIPTION: BOARD POSITION FOR NONPROFIT THEATER ORGANIZATION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
| S65 | Uniform Investment Adviser Law Examination | 1994-06-14 |
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