DB
Douglas A. Barber
REHMANN WEALTH
JACKSON, MI 49203
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CRD#: 2239007
DB
Professional summary
Douglas Allen Barber, CFP®, CLU® is a registered financial advisor currently at REHMANN WEALTH located in Jackson, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Ann Arbor, Michigan.
Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Douglas has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) REHMANN INSURANCE GROUP - INVESTMENT RELATED: YES; ADDRESS: 555 BRIARWOOD CIRCLE SUITE 300, ANN ARBOR, MI 48108; NATURE: LLC; POSITION: LICENSED PRODUCER; START DATE: 05/2001; HOURS PER MONTH: 10; SECURITIES HOURS PER MONTH: 10; DUTIES: WORK AS AGENT TO PROVIDE FIXED INSURANCE SOLUTIONS IN THE LIFE, DISABILITY, ACCIDENT AND HEALTH MARKETS 2) REHMANN FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: 555 BRIARWOOD CIRCLE, SUITE 300, ANN ARBOR, MI 48108; NATURE: INDEPENDENT RIA POSITION: FINANCIAL ADVISOR; START DATE 05/15/01; 120 HRS; SECURITY HRS 120; DUTIES- FEE BASED FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES TO MY CLIENTS. 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 DESCRIPTION: REGISTERED REP 4) DISABILITY CONNECTIONS JOINT FINANCE COMMITTEE: INVESTMENT-RELATED: NO; ADDRESS: 409 LINDEN, JACKSON, MI 492023; NATURE: 501C3; POSITION: AT LARGE BOARD MEMEBER; START DATE: 7/1/2022; HRS PER MONTH: 1; SECURITIES HRS PER MONTH: 1; DUTIES: AT LARGE BOARD MEMBER
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Allen Barber's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
April 14, 2010 - Present
REHMANN WEALTH
Office #1: 675 Robinson Rd, Jackson, MI 49203Office #2: 555 Briarwood Circle Suite 300, Ann Arbor, MI 48108RIA
CRD#: 123047
JACKSON, MI
Current
January 17, 2017 - Present
REHMANN FINANCIAL NETWORK, LLC
Office #1: 555 Briarwood Circle Suite 300, Ann Arbor, MI 48108BD
CRD#: 165027
Ann Arbor, MI
Past
February 26, 2010 - December 31, 2017
OSAIC WEALTH, INC.
BD
CRD#: 23131
JACKSON, MI
Past
October 1, 2007 - February 26, 2010
TRIAD ADVISORS LLC
BD
CRD#: 25803
JACKSON, MI
Past
January 2, 2003 - October 2, 2007
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
JACKSON, MI
Past
May 22, 2001 - January 3, 2003
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
November 17, 1999 - May 14, 2001
CENTENNIAL FINANCIAL SERVICES, INC.
BD
CRD#: 15819
LANSING, MI
Past
September 13, 1996 - November 16, 1999
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
June 12, 1992 - August 26, 1996
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REHMANN WEALTH
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
CRD#: 123047 / SEC#: 801-64587
RIA
Registered Investment Advisory firm - (8/16/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/15/2018)
RR
Colorado(1/24/2018)
RR
Florida(3/14/2022)
RR
Georgia(3/9/2018)
RR
Illinois(3/12/2018)
RR
Maine(2/15/2018)
RR
Massachusetts(2/28/2018)
IAR
Michigan(5/26/2010)
RR
Michigan(1/1/2017)
RR
Minnesota(11/22/2024)
RR
North Carolina(10/5/2020)
IAR
Ohio(4/15/2010)
RR
Ohio(1/18/2018)
RR
Wisconsin(9/19/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RW
REHMANN WEALTH
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
CRD#: 123047 / SEC#: 801-64587
RIA
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Contact information
Main Address
4086 Legacy Parkway, Lansing, MI 48911-4261
Mailing Address
Phone number
(517) 316-2400
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,238 |
| AUM (Assets Under Management) | $ 4,270,170,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
