Lansing, MI logo

Lansing, MI Office

Team
Updated today
Rehmann Wealth logo

Rehmann Wealth

Multi-team

Firm-wide stats for Rehmann Wealth

Total advisors

41

Across 4 offices

Clients per advisor

53 Typical

Avg AUM per client

$1,550,399 High

HNW client ratio

51% Very High

About

Rehmann Wealth provides comprehensive wealth management, investment management, financial planning, estate and wealth transfer, and business succession services to individuals, high‑net‑worth families, trusts, estates, charitable organizations, non‑profits, small businesses and institutional sponsors, including retirement plans. The firm manages both discretionary and non‑discretionary accounts and offers ERISA 3(21) and 3(38) fiduciary services for employer‑sponsored retirement plans.

Investment strategies combine advisor‑specific portfolios, in‑house managed asset allocation models maintained by Rehmann Capital Management Group (RCMG), and allocations to unaffiliated third‑party managers; portfolios are monitored continuously and adjusted for factor exposure, manager tenure, and client objectives. Rehmann Wealth also offers private investment opportunities for qualified investors (with firm policies limiting aggregate exposure), serves as a sub‑advisor to a Rehmann Master Fund for pooled access to private funds, and takes a constrained approach to crypto (recommending listed vehicles or manager/private fund exposure and not exercising discretion to buy non‑listed crypto); the firm also notes limitations and tradeoffs when clients request ESG‑focused strategies.

Compared with many multi‑team peers, Rehmann operates within a broader professional services group and discloses affiliations with an accounting practice (Rehmann Robson), a trust solution (Rehmann Trust/NATC), an affiliated broker‑dealer, and an insurance group, which can result in coordinated but separately contracted accounting, trust and insurance offerings. The firm also reports serving insurance company clients—a client type relatively uncommon among similar multi‑team advisors—and manages a multi‑billion dollar asset base while sponsoring a private master fund that can lower minimums for clients seeking private investments.

Based on Rehmann Wealth

Expertise

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k)

Based on Rehmann Wealth

Occupation focus

Founder/Business Owner Executive

Based on Rehmann Wealth

Location

4086 Legacy Parkway

Lansing MI 48911-4261

Advisors at this office

36

Advisors at this office

user avatar

Mark M

CFP®, ChFC®, Series 63, Series 66

Lansing, MI

Rehmann Wealth

Mark Meyers is a financial advisor at Rehmann Wealth with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Plante Moran Insurance Agency and Greenleaf Trust. Rehmann Wealth serves a diverse client base ranging from individuals and families to institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm combines in-house portfolio management with third-party allocations and maintains affiliations with an accounting firm and a broker-dealer.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

David L

CFP®, Series 65

Lansing, MI

Rehmann Wealth

David Ladomer is a CFP® with six years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2024. His prior experience includes roles at Ford Estates, LLC and Plante Moran Financial Advisors. Rehmann Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, managing assets through both discretionary and non-discretionary approaches with a focus on diversified portfolios and ongoing supervision.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Colin L

CFP®, Series 65

Lansing, MI

Rehmann Wealth

Colin Lennox is a CFP® with six years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2024. He previously worked for ten years at Plante Moran Financial Advisors. Outside of his advisory role, Lennox volunteers as a member of the investment committee for the endowment fund at First United Methodist Church Birmingham. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing an in-house investment team alongside third-party managers to construct and monitor diversified portfolios.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Caitlyn G

CFP®, Series 65

Lansing, MI

Rehmann Wealth

Caitlyn Gimler is a CFP® with five years of industry experience currently serving at Rehmann Wealth. Her prior experience includes six years at Plante Moran Financial Advisors and earlier roles at Goodbody Stockbrokers and Denison Financial. Rehmann Wealth provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, high-net-worth families, trusts, and institutions. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, offering a variety of investment strategies and fiduciary services.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jeffrey P

CFA®, Series 63

Lansing, MI

Rehmann Wealth

Jeffrey Phillips is a CFA® charterholder with 24 years of experience in the financial services industry. He is currently a financial advisor at Rehmann Wealth in Lansing, MI, where he has worked since 2017. Prior to that, he held roles at Royal Alliance and has been associated with Rehmann Financial since 2005. Phillips serves as treasurer for both the Florida Venture Capital Forum and his local church board. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional clients. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized fiduciary services along with access to private investment opportunities.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

William L

CFP®, Series 65

Lansing, MI

Rehmann Wealth

William Lazar is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Rehmann Wealth and previously worked at Plante Moran Financial Advisors. Lazar serves as a board member and treasurer for the Youth Sailing Foundation, a nonprofit organization, where he reviews financials and assists with audits. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both in-house and third-party investment management resources.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Simon M

CFP®, Series 65

Lansing, MI

Rehmann Wealth

Simon Micakaj is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2016. He holds a Series 65 license and is based in Lansing, MI. Outside of his advisory role, Micakaj is a board member and secretary of the Cascades of Stoney Creek Homeowners Association. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing both in-house and third-party investment resources.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Nicole S

Series 66

Lansing, MI

Rehmann Wealth

Nicole Spitzley is a financial advisor at Rehmann Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at Rehmann Financial Network, LLC since 2013 and Royal Alliance Associates from 2010 to 2017. Spitzley also serves as Chief Compliance Officer at Rehmann Financial Network, LLC. Rehmann Wealth serves individuals, families, trusts, charitable organizations, small businesses, and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an in-house investment team and allocates to third-party managers, managing over $4 billion in assets across a platform of 36 advisors.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

William B

Series 66

Lansing, MI

Rehmann Wealth

William Blank is a financial advisor with Rehmann Wealth in Lansing, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors LLC, Kestra Advisory, and AXA Advisors, LLC. Rehmann Wealth offers comprehensive wealth management and financial planning services to individuals, families, trusts, non-profits, small businesses, and institutional sponsors. The firm employs a combination of in-house and third-party managed investment strategies, provides fiduciary services for employer-sponsored retirement plans, and operates within a broader professional services group that includes accounting, trust, and insurance affiliates.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ronald K

CFP®, Series 63, Series 65

Lansing, MI

Rehmann Wealth

Ronald Knipping is a CFP® professional with over 31 years of experience in financial advising. He has worked at Rehmann Financial Network, LLC since 2017 and has been with Rehmann Financial since 2003, previously spending seven years at Royal Alliance Associates. Knipping is a partner in Rehmann, a CPA, consulting, and financial advisory firm, and serves as treasurer for For The Vets, a nonprofit supporting U.S. veterans. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, nonprofits, and institutional clients, offering investment management, financial planning, estate and wealth transfer planning, and retirement plan advisory services. The firm manages assets using an in-house investment team alongside third-party managers, and its integrated structure includes affiliations with an accounting firm and a broker-dealer.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Derrek K

CFP®, Series 63, Series 65

Lansing, MI

Rehmann Wealth

Derrek Klimek is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Rehmann Wealth in Grand Rapids, MI. He has worked with Rehmann Financial and its affiliated entities since 2007, including roles at Rehmann Financial Network and Royal Alliance. Outside of financial advising, Klimek prepares tax returns for family and friends during tax season. Rehmann Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm provides investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies supported by an in-house investment team and external managers.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michael B

Series 66

Lansing, MI

Rehmann Wealth

Michael Brodowicz is a Series 66-licensed advisor with 10 years of industry experience, currently serving at Rehmann Wealth. His prior roles include positions at Golden Reserve Retirement, M Holdings Securities, Ameriprise Financial Services, Axa Advisors, and Integrated Financial. Outside of his advisory work, he serves as Volunteer Board Chairman of the Walled Lake Foundation for Excellence and is a volunteer member of the Community Financial Credit Union Supervisory Committee. Rehmann Wealth offers comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, non-profits, and institutional sponsors. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party manager allocations, while providing fiduciary services and access to private investment opportunities.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

James G

Series 63, Series 65

Lansing, MI

Rehmann Wealth

James Gracik is a financial advisor with Rehmann Wealth in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with multiple firms, including Royal Alliance Associates and Rehmann Financial Network, and owns Gracik & Gracik, P.C., which provides tax, accounting, audit, and consulting services. Gracik also serves on the board of a local condominium owners association. Rehmann Wealth serves a diverse client base that includes individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive services such as investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory, employing an in-house investment team alongside third-party managers to construct and monitor portfolios.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Tyler W

CFP®, Series 66

Lansing, MI

Rehmann Wealth

Tyler Weir is a CFP® professional with three years of experience, currently serving as a financial advisor at Rehmann Wealth. His prior experience includes roles at UHY, Yeo & Yeo, Mitsubishi Electric Automotive America, and Walsh College. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, charities, businesses, and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes an in-house investment team alongside third-party managers to construct diversified portfolios and manages $4.27 billion in assets across a 36-advisor platform.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Riley L

Series 63, Series 65

Lansing, MI

Rehmann Wealth

Riley Lewis is a financial advisor with Rehmann Wealth in Lansing, MI, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Rehmann Financial Network in 2025, he worked at MWA Financial Services Inc and Modern Woodmen of America from 2021 to 2025, and at Equitable Advisors, LLC from 2020 to 2021. He also spent four years at Hope College from 2016 to 2020. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to a diverse client base including individuals, families, trusts, charitable organizations, and institutional sponsors. The firm utilizes a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services and private investment opportunities.

Private / alternative investments Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)