REHMANN WEALTH

REHMANN WEALTH of LANSING, MI is an SEC-registered investment adviser (CRD 123047). Regulatory assets under management: $5.3B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (13)

NameRoleLocation
Ryan SullivanCHIEF EXECUTIVE OFFICEREncinitas, CA
Joan PayneCHIEF FINANCIAL OFFICER—
Jeffrey PhillipsCHIEF INVESTMENT OFFICER—
Nicole Anne SpitzleyCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; CHIEF OPPERATIONS OFFICER—
Amy E FlourryCHIEF OPERATIONS OFFICER—
SCHAARD FREDERICK JOHNCHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MEMBER—
WALLS NANCY SUECHIEF COMPLIANCE OFFICER—
PAYNE JOANCHIEF FINANCIAL OFFICER—
PHILLIPS JEFFREY JAMESCHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/CHIEF OPERATIONS OFFICER—
SPITZLEY NICOLE ANNECHIEF COMPLIANCE OFFICER—
FLOURRY AMY ECHIEF OPERATIONS OFFICER—
SULLIVAN RYANCHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER—
PHILLIPS JEFFREYCHIEF INVESTMENT OFFICER—

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