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Mark Andrew Meyers

Rehmann Wealth

Lansing, MI

Troy, MI

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Current Employers
Rehmann Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-28
MI RA APPROVED 2025-01-06
  • FL RA
    APPROVED
    Since 2025-03-28
  • MI RA
    APPROVED
    Since 2025-01-06

Branch Locations

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

1500 W. Big Beaver Rd. 2Nd Floor, Troy, MI 48084 • 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
Valmark Securities, Inc. Akron OH 02/2013 05/2021
Plante Moran Insurance Agency Southfield MI 07/2013 05/2021
Greenleaf Trust Birmingham MI 06/2021 02/2022
Clarfeld Financial Advisors, Llc Tarrytown NY 02/2022 11/2022
Citizens Bank Southfield MI 02/2022 11/2022
Rehmann Financial Troy MI 11/2022 Present
  • 02/2013 → 05/2021
    Valmark Securities, Inc.
    Akron, OH
  • 07/2013 → 05/2021
    Plante Moran Insurance Agency
    Southfield, MI
  • 06/2021 → 02/2022
    Greenleaf Trust
    Birmingham, MI
  • 02/2022 → 11/2022
    Clarfeld Financial Advisors, Llc
    Tarrytown, NY
  • 02/2022 → 11/2022
    Citizens Bank
    Southfield, MI
  • 11/2022 → Present
    Rehmann Financial
    Troy, MI
Previous Registrations
Other Businesses

1. REHMANN CAPITAL ADVISORY GROUP; INVESTMENT-RELATED: YES; ADDRESS: 1500 W. BIG BEAVER RD., 2ND FLOOR, TROY, MI, 48084; NATURE: RIA; POSITION; FINANCIAL ADVISOR; START DATE: 11/7/2022; HRS PER MONTH; 160; SECURITIES HRS PER MONTH: 160 2. REHMANN FINANCIAL NETWORK, LLD; INVESTMENT-REALTED: YES; ADDRESS: 1500 W. BIG BEAVER RD., 2ND FLOOR, TROY, MI 48084; NATURE: LLC; POSITION; REGISTERED REP; START DATE: 11/7/2022; HRS PER MONTH: 160; SECURITIES HRS PER MONTH: 160 3. REHMANN INSURANCE GROUP, LLC; INVESTMENT-REALTED: YES; ADDRESS: 1500 W. BIG BEAVER RD., 2ND FLOOR, TROY, MI 48084; NATURE: LLC; POSITION; LICENSED PRODUCER; START DATE: 11/7/2022; HRS PER MONTH: 40; SECURITIES HRS PER MONTH: 40

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-02-26
S66 Uniform Combined State Law Examination 2008-07-28
  • S63 Uniform Securities Agent State Law Examination
    2013-02-26
  • S66 Uniform Combined State Law Examination
    2008-07-28
Designations

View on SEC IAPD

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