Gerald J. Wernette

REHMANN WEALTH

TROY, MI 48084

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CRD#: 4392592

Professional summary

Gerald John Wernette, who also goes by Gerald John Wernette, is a registered financial advisor currently at REHMANN WEALTH located in Troy, Michigan.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gerald has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gerald John Wernette

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. THE REHMANN GROUP, LLC - NON-INVESTMENT RELATED COMPANY. OWNER -- DUTIES AND RESPONSIBILITIES ARE DIRECTOR OF RETIREMENT PLAN SERVICES. 190 HOURS PER MONTH ALL DURING SECURITIES TRADING HOURS. 2. DETROIT CHAPTER OF INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS; NON INVESTMENT RELATED: START DATE 1/1/2023; BOARD MEMBER/TREASURER; 1221 BOWERS ST, BOX 1805, BIRMINGHAM, MI 48012; 2 HRS PER MONTH; 1 SECURITIES HR PER MONTH; TREASURER AND VOTING MEMBER OF THE CHAPTER BOARD

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald John Wernette'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®

None

Experience

Current

April 21, 2010 - Present

REHMANN WEALTH

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

RIA

CRD#: 123047

TROY, MI

Past

January 2, 2003 - November 29, 2005

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

May 9, 2001 - January 3, 2003

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.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/21/2010)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/31/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/8/2001

Investment Company Products/Variable Contracts Representative Examination

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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Gerald J. Wernette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald John Wernette's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN WEALTH

MUTUAL SERVICE CORPORATION

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2010

Series 63

Date: 9/19/2001

Series 6

Date: 5/8/2001

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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