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KB

Kristopher M. Burak

REHMANN WEALTH
LANSING, MI 48911-4261
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristopher Mitchell Burak'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

July 22, 2010 - Present

REHMANN WEALTH

Office #1: 4086 Legacy Parkway, Lansing, MI 48911-4261
RIA
CRD#: 123047
LANSING, MI
Current

January 18, 2017 - Present

REHMANN FINANCIAL NETWORK, LLC

Office #1: 4086 Legacy Parkway, Lansing, MI 48911
BD
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
IAR
Series 65
Date: 6/18/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/31/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/18/2002
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,238
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.

Company Information

REHMANN WEALTH

CRD#: 123047Lansing, MI 48911-4261

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