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Rehmann Financial

Rehmann Financial
Rehmann is a fully-integrated financial services firm of CPAs & Consultants, Wealth Advisors and Corporate Investigators dedicated to providing clients proactive ideas and solutions to help them prosper professionally and personally. The firm offers a cross-functional team approach that gives clients direct access to a ...(see more)

Firm Information

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Advisors (56)

Name Start Date
Daniel Palmer Dec 2010
Gerald John Wernette Apr 2010
Paul Abendroth Nov 2010
Frederick John Schaard Jun 2010
Patrick Shawn Sullivan Dec 2010
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Top ETF Holdings

No ETF holdings data available.

Firm Assets Under Management

Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


  •   Rehmann Financial Group, LLC (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Nancy Sue Walls Chief Compliance Officer 07/01/2005
Frederick John Schaard Chief Executive Officer 01/01/2003
Joan Payne Chief Financial Officer 01/01/2009
Jeffrey James Phillips Chief Investment Officer/Chief Operations Officer 01/01/2009

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

4086 Legacy Parkway
Lansing , MI 48911-4261
Phone Number: 517-316-2400
Other Offices Address City State Zip
2330 East Paris Avenue SE Grand Rapids MI 49546
150 W. Big Beaver Rd Troy MI 48084
6714 Pointe Iverness Way Fort Wayne IN 46804
29065 Clemens Rd Westlake OH 44145
107 S. Cass St Traverse City MI 49684

Firm Compensation Arrangements

Types of Compensation Arrangements