KB
Kristopher M. Burak
REHMANN WEALTH
LANSING, MI 48911-4261
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CRD#: 4509853
KB
Professional summary
Kristopher Mitchell Burak is a registered financial advisor currently at REHMANN WEALTH located in Lansing, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Lansing, Michigan.
Kristopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kristopher has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 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 FINANCIAL - 4086 LEGACY PARKWAY, LANSING, MI 48911 - FINANCIAL ADVISOR - ASSOCIATED 01/02/2007 - 80HRS/MONTH - PROVIDE INVESTMENT ADVICE TO CLIENTS. 2. LOOK PROPERTIES,LLC, NO, 4558 MISTYWOOD DRIVE, OKEMOS MI 48864; 12/2011, 10, 0, OVERSIGHT OF RENTAL PROPERTY 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: 4086 Legacy Parkway, Lansing MI 48911; DESCRIPTION:registered rep 4. REHMANN INSURANCE GROUP - LICENSED PRODUCER - INVESTMENT RELATED - 5 HRS/SECURITIES HRS PER MONTH - 4086 LEGACY PKWAY, LANSING, MI 48911 - START DATE 08/25/2017 - ACTING AS INSURANCE AGENT SELLING AND SERVICING CLIENT POLICIES 5. SPARROW HOSPITAL FOUNDATION BOARD; INVESTMENT-RELATED: NO; ADDRESS: 1322 E MICHIGAN AVE, SUITE 204, LANSING, MI 48912; NATURE OF THE BUSINESS: NON-PROFIT; POSITION: BOARD MEMBER; START DATE: JAN 2020; HOURS PER MONTH: 2; SECURITIES HOURS PER MONTH: 1; DUTIES: FUNDRAISING AND THOUGHT LEADERSHIP 6. THE ARMY OF SURVIVORS; INVESTMENT-RELATED: NO; ADDRESS: 2025 Central Park Drive PO Box 347 Okemos MI 48864; NATURE OF THE BUSINESS: NON-PROFIT; POSITION: BOARD MEMBER; START DATE: APR 2020; HOURS PER MONTH: 1; SECURITIES HOURS PER MONTH: 0; DUTIES: FUNDRAISING AND THOUGHT LEADERSHIP 7. BLANK, LLC, INVESTMENT-RELATED: NO, ADDRESS: 4558 MISTYWOOD DRIVE, OKEMOS MI 48864; STARTED: 04/25/2022, HOURS PER MONTH: 1, SECURITIES HOURS PER MONTH: 0, CONSULTING OF FAMILY LLC TO USE KIDS NAMES, IMAGE AND LIKENESS IN MARKETING OF MY FINANCIAL PLANNING PRACTICE
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher Mitchell Burak'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®
NoneExperience
Current
July 22, 2010 - Present
REHMANN WEALTH
Office #1: 4086 Legacy Parkway, Lansing, MI 48911-4261RIA
CRD#: 123047
LANSING, MI
Current
January 18, 2017 - Present
REHMANN FINANCIAL NETWORK, LLC
Office #1: 4086 Legacy Parkway, Lansing, MI 48911BD
CRD#: 165027
LANSING, MI
Past
February 26, 2010 - December 31, 2017
OSAIC WEALTH, INC.
BD
CRD#: 23131
LANSING, MI
Past
August 29, 2008 - February 26, 2010
TRIAD ADVISORS LLC
BD
CRD#: 25803
LANSING, MI
Past
May 3, 2002 - January 4, 2007
CAMBRIDGE GROUP INVESTMENTS, LTD.
BD
CRD#: 47399
LANSING, MI
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(1/10/2022)
RR
California(1/18/2018)
RR
Florida(2/13/2018)
RR
Illinois(11/25/2019)
RR
Indiana(2/5/2018)
RR
Maine(2/15/2018)
IAR
Michigan(7/22/2010)
RR
Michigan(1/1/2017)
RR
New York(1/23/2018)
IAR
Ohio(11/10/2010)
RR
Ohio(1/18/2018)
IAR
Rhode Island(9/3/2020)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (8/16/2005 Approved)Upgrade to AdvisorCheck Premium
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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.
