Rehmann Financial Network, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Lansing, Michigan
CRD number
165027
Registered since
April 16, 2014

Firm profile

FINTRX

Overview

Rehmann Financial Network, LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2014. Ownership is reported as a mix of a domestic entity and an individual. Public filings and the provider data for the firm are sparse: the firm’s client segments, fee schedules, and the specific advisory services it offers are not described in the available record. Regulatory and classification fields in the source characterize the firm as unclassified for typical industry buckets. The firm is not listed as a related adviser to another registered manager, and it does not identify itself as a pension consultant.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Nicole Spitzley

    Nicole Spitzley

    Chief Compliance OfficerCRD 5526351

Contacts

3 of 31
  • William Blank

    William Blank

    Registered RepresentativeCRD 5794110

  • Basam Malik

    Basam Malik

    Retirement Plan AdvisorCRD 5810676

  • Adam Garvey

    Adam Garvey

    Financial AdvisorCRD 5871750

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lansing, MI

Ingham

Location

Lansing, MI

Headquartered in Lansing, MI, in the Midwest of the United States.

Region
Midwest
County
Ingham
Address
4086 Legacy Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth