Financial ADVSR advisor directory · SEC adviser records
Rehmann Wealth financial advisors in Troy, MI
Every SEC-registered investment adviser representative at a Rehmann Wealth office in Troy, A to Z.
6 registered advisors work at Rehmann Wealth in Troy, out of 38 at the firm nationwide; it ranks number 27 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Rehmann Wealth advisors in Troy, A to Z
Every Rehmann Wealth advisor →- William D. BlankAlso a broker rep
- Adam BrendersCertified Financial Planner
- Keith D. HarderCertified Financial Planner · Also a broker rep
- Lisa M. LambAlso a broker rep
- Max WellingerChartered Financial Analyst
- Gerald J. WernetteInvestment adviser rep
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 14Grand Rapids, MI 5Vero Beach, FL 3Ann Arbor, MI 2Saginaw, MI 2Traverse City, MI 2Detroit, MI 1Jackson, MI 1Tawas City, MI 1
Other firms in Troy
All Troy advisors →Ameriprise Financial Services, LLC 84Equitable Advisors, LLC 58LPL Enterprise, LLC 57LPL Financial LLC 51Morgan Stanley 46Strategic Advisers LLC 40Goldman Sachs Wealth Services, L.P. 31Secure Asset Management, L.L.C. 27Cetera Investment Advisers LLC 22Fsa Advisors, Inc. 22Northwestern Mutual Investment Services, LLC 17J.P. Morgan Securities LLC 16
Questions
How many financial advisors does Rehmann Wealth have in Troy?
6 investment adviser representatives are registered at Rehmann Wealth offices in Troy, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 38 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Rehmann Wealth one of the largest advisor employers in Troy?
Rehmann Wealth ranks number 27 in Troy by registered advisors; Ameriprise Financial Services, LLC has the most, with 84.
How do I check a Rehmann Wealth advisor in Troy?
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.