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Chief Financial Officer · Rehmann Wealth

Joan Payne

CRD 5654678 · Named on Form ADV at one SEC-registered adviser

At a glance

Rehmann Wealth, an SEC-registered wealth manager based in Lansing, MI with $5.3 billion in regulatory assets, lists Joan Payne on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

  • Rehmann WealthChief Financial OfficerWealth manager · Lansing, MI · $5.3B in regulatory assets

AtlasMembers

Joan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.