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Current Employers
Rehmann Wealth

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-01-24
  • MI RA
    APPROVED
    Since 2023-01-24

Branch Locations

555 Briarwood Circle Suite 300, Ann Arbor, MI 48108 • United States

4086 Legacy Parkway, Lansing, MI 48911-4261 • 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
Walsh College Troy MI 07/2014 12/2017
Mitsubishi Electric Automotive America Northville MI 05/2017 07/2018
Yeo & Yeo Ann Arbor MI 08/2018 12/2018
Uhy Farmington Hills MI 01/2019 08/2022
Rehmann Ann Arbor MI 10/2022 Present
  • 07/2014 → 12/2017
    Walsh College
    Troy, MI
  • 05/2017 → 07/2018
    Mitsubishi Electric Automotive America
    Northville, MI
  • 08/2018 → 12/2018
    Yeo & Yeo
    Ann Arbor, MI
  • 01/2019 → 08/2022
    Uhy
    Farmington Hills, MI
  • 10/2022 → Present
    Rehmann
    Ann Arbor, MI
Other Businesses

1. REHMANN CAPITAL ADVISORY GROUP; INVESTMENT-RELATED: YES; ADDRESS: 555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108; NATURE: LLC; POSITION: FINANCIAL ADVISOR; START DATE: 1/2023; HRS PER MONTH: 160; SECURITIES HRS PER MONTH: 160; DUTIES: WORKING AS PART OF AN ADVISOR TEAM TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL GOALS 2. REHMANN FINANCIAL NETWORK, LLC; INVESTMENT-RELATED: YES; ADDRESS: 555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108; NATURE: LLC; POSITION: REGISTERED REP; START DATE: 1/2023; HRS PER MONTH: 160; SECURITIES HRS PER MONTH: 160; DUTIES: WORKING AS PART OF AN ADVISOR TEAM TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL GOALS 3. REHMANN INSURANCE GROUP, LLC INVESTMENT-RELATED: YES; ADDRESS: 555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108; NATURE: LLC; POSITION: LICENSED PRODUCER; START DATE: 5/2024; HRS PER MONTH: 10; SECURITIES HRS PER MONTH: 10; DUTIES: WORKING AS PART OF AN ADVISOR TEAM TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL GOALS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-02
Designations

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