Keith D. Harder

REHMANN WEALTH

Troy, MI 48084

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CRD#: 3043739

Professional summary

Keith Douglas Harder, CFP® is a registered financial advisor currently at REHMANN WEALTH located in Troy, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Troy, Michigan.

Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Keith has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

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, LLC - INVESTMENT RELATED - 1500 W Big Beaver Rd, Troy, MI 48084 - RESIDENT PRODUCER/ AGENT - PROVIDE INSURANCE BASED PRODUCTS TO MY CLIENTS BASED ON SUITABLILTY AND NEED 2. REHMANN FINANCIAL; 1500 W Big Beaver Rd, Troy, MI 48084; FINANCIAL ADVISOR; 09/01/2000; 200 HRS; SEC HRS 140; DUTIES- PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT SERVICES TO MY CLIENTS. 3. REHMANN FINANCIAL NETWORK, LLC POSITION: REGISTERED REP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 1500 W Big Beaver Rd, Troy, MI 48084; DESCRIPTION: registered rep 4. REHMANN FOUNDATION POSITION: BOARD MEMBER NATURE: PHILANTHROPIC FOUNDATION; INVESTMENT RELATED: NO; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 1; START DATE: 2/1/2022 ADDRESS: 1500 W Big Beaver Rd, Troy, MI 48084; DESCRIPTION: PROVIDE ADVICE TO THE FINANCE COMMITTEE OF PHILANTHROPIC FOUNDATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Douglas Harder's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1999

Experience

Current

June 4, 2010 - Present

REHMANN WEALTH

Office #1: 1500 W. Big Beaver Rd 2nd Floor, Troy, MI 48084

RIA

CRD#: 123047

Troy, MI

Current

January 17, 2017 - Present

REHMANN FINANCIAL NETWORK, LLC

Office #1: 1500 W. Big Beaver Rd 2nd Floor, Troy, MI 48084

CRD#: 165027

Troy, MI

Past

February 26, 2010 - December 31, 2017

OSAIC WEALTH, INC.

CRD#: 23131

MIDLAND, MI

Past

October 1, 2007 - February 26, 2010

TRIAD ADVISORS LLC

CRD#: 25803

LANSING, MI

Past

January 2, 2003 - October 2, 2007

MUTUAL SERVICE CORPORATION

CRD#: 4806

LANSING, MI

Past

November 28, 2000 - January 3, 2003

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

October 18, 2000 - November 27, 2000

CAP PRO BROKERAGE SERVICES, INC.

CRD#: 103953

COLUMBUS, OH

Past

April 30, 1998 - October 19, 2000

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

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".

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.

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

Arizona
(2/15/2018)

Florida
(2/13/2018)

IAR

Michigan
(6/4/2010)

Michigan
(1/1/2017)

Minnesota
(2/22/2018)

Mississippi
(2/24/2022)

Ohio
(10/29/2018)

IAR

Ohio
(7/2/2019)

IAR

Texas
(1/3/2014)

Washington
(1/6/2025)

Wisconsin
(1/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/16/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/5/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 RCAG PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,238
AUM (Assets Under Management)	$ 4,270,170,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Keith D. Harder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Douglas Harder's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN FINANCIAL NETWORK, LLC

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

MUTUAL SERVICE CORPORATION

FSC SECURITIES CORPORATION

CAP PRO BROKERAGE SERVICES, INC.

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 5/16/1998

SIE

Date: 10/1/2018

Series 7

Date: 4/27/1998

Series 24

Date: 10/5/2000

FINRA

Current Firm

REHMANN WEALTH

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REHMANN WEALTH

TRUST BUT VERIFY

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