Jeannette M. Monroe

REHMANN WEALTH

Vero Beach, FL 32963

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CRD#: 4584325

Professional summary

Jeannette Michelle Monroe, who also goes by Jeanette Michelle Grunwaldt, Jeannette Michelle Grunwaldt, is a registered financial advisor currently at REHMANN WEALTH located in Vero Beach, Florida and REHMANN FINANCIAL NETWORK, LLC located in Orlando, Florida.

Jeannette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jeannette has worked at 9 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeanette Michelle Grunwaldt | Jeannette Michelle Grunwaldt

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 - 5070 N HWY A1A STE 250 VERO BEACH, FL 32963 - STARTED 03/10/10 - SUPERVISION MANAGER FOR THE FIRM - OVERSEE ADVISORY ACTIVITY FOR INVESTMENT ADVISER REPRESENTATIVES ASSOCIATED WITH REHMANN - 160 HRS/MONTH ALL DURING SECURITIES TRADING HOURS 2) REHMANN INSURANCE GROUP; INVESTMENT-RELATED; 5070 N HWY A1A STE 250 VERO BEACH, FL 32963; AGENT; STARTED 03/05/2012; 5 HOURS/ 5 SECURITIES HOURS; SUPERVISION AND BEST PRACTICES OF INSURANCE BUSINESS 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Supervision Manager 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: Supervision Manager for the firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeannette Michelle Monroe'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

August 4, 2011 - Present

REHMANN WEALTH

Office #1: 5070 Highway A1a Suite 250, Vero Beach, FL 32963

RIA

CRD#: 16361

FT.LAUDERDALE, FL

Past

October 6, 2002 - April 16, 2004

GEEK SECURITIES, INC.

CRD#: 14834

BOCA RATON, FL

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

Alabama
(3/13/2018)

Arizona
(2/14/2018)

California
(1/17/2018)

Colorado
(1/23/2018)

IAR

Florida
(8/4/2011)

Florida
(2/12/2018)

Georgia
(3/9/2018)

Illinois
(3/8/2018)

Indiana
(2/2/2018)

Iowa
(1/4/2018)

Kentucky
(5/15/2019)

Maine
(2/15/2018)

Massachusetts
(2/28/2018)

Michigan
(1/1/2017)

Minnesota
(2/21/2018)

Mississippi
(2/24/2022)

Nevada
(1/7/2020)

New Hampshire
(3/13/2018)

New York
(1/22/2018)

North Carolina
(10/12/2020)

Ohio
(1/18/2018)

Oregon
(1/19/2018)

Pennsylvania
(1/10/2018)

Tennessee
(12/3/2020)

Texas
(2/26/2018)

Utah
(1/5/2022)

Virginia
(1/27/2018)

Wisconsin
(1/5/2018)

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: 11/5/2002

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: 10/2/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/20/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/19/2009

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 2/12/2003

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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Advisor Monitoring

Firm Stability Insights

Jeannette M. Monroe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeannette Michelle Monroe's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN FINANCIAL NETWORK, LLC

OSAIC WEALTH, INC.

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

STANFORD GROUP COMPANY

STANFORD GROUP COMPANY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

GEEK SECURITIES, INC.

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/2/2002

Series 10

Date: 5/20/2009

Series 9

Date: 5/19/2009

Series 24

Date: 2/12/2003

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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