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Financial ADVSR advisor directory · SEC adviser records

Rehmann Wealth financial advisors in Grand Rapids, MI

Every SEC-registered investment adviser representative at a Rehmann Wealth office in Grand Rapids, A to Z.

The short answer

5 registered advisors work at Rehmann Wealth in Grand Rapids, out of 38 at the firm nationwide; it ranks number 42 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.

Rehmann Wealth advisors in Grand Rapids, A to Z

Every Rehmann Wealth advisor →

Rehmann Wealth advisors in every city and state →Rehmann Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Rehmann Wealth advisors in other cities

Lansing, MI 14Troy, MI 7Vero Beach, FL 3Ann Arbor, MI 2Saginaw, MI 2Traverse City, MI 2Detroit, MI 1Jackson, MI 1Tawas City, MI 1

Other firms in Grand Rapids

All Grand Rapids advisors →

LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Morgan Stanley 51Ameriprise Financial Services, LLC 44Edward Jones 39Wells Fargo Clearing Services, LLC 33Robert W. Baird & Co. Incorporated 32Centennial Securities Company, Inc. 30Fiduciary Financial Advisors 29Raymond James & Associates, Inc. 28J.P. Morgan Securities LLC 24Strategic Advisers LLC 24

Questions

How many financial advisors does Rehmann Wealth have in Grand Rapids?

5 investment adviser representatives are registered at Rehmann Wealth offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 38 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Is Rehmann Wealth one of the largest advisor employers in Grand Rapids?

Rehmann Wealth ranks number 42 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 66.

How do I check a Rehmann Wealth advisor in Grand Rapids?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Rehmann Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.