Mark A. Meyers

REHMANN WEALTH

TROY, MI 48084

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CRD#: 5553981

Professional summary

Mark Andrew Meyers, CFP®, ChFC®, CLU® is a registered financial advisor currently at REHMANN WEALTH located in Troy, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Troy, Michigan.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Mark has worked at 7 firms and has passed the Series 63, Series 66, 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 CAPITAL ADVISORY GROUP; INVESTMENT-RELATED: YES; ADDRESS: 1500 W. BIG BEAVER RD., 2ND FLOOR, TROY, MI, 48084; NATURE: RIA; POSITION; FINANCIAL ADVISOR; START DATE: 11/7/2022; HRS PER MONTH; 160; SECURITIES HRS PER MONTH: 160 2. REHMANN FINANCIAL NETWORK, LLD; INVESTMENT-REALTED: YES; ADDRESS: 1500 W. BIG BEAVER RD., 2ND FLOOR, TROY, MI 48084; NATURE: LLC; POSITION; REGISTERED REP; START DATE: 11/7/2022; HRS PER MONTH: 160; SECURITIES HRS PER MONTH: 160 3. REHMANN INSURANCE GROUP, LLC; INVESTMENT-REALTED: YES; ADDRESS: 1500 W. BIG BEAVER RD., 2ND FLOOR, TROY, MI 48084; NATURE: LLC; POSITION; LICENSED PRODUCER; START DATE: 11/7/2022; HRS PER MONTH: 40; SECURITIES HRS PER MONTH: 40

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Andrew Meyers'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

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

November 10, 2022 - Present

REHMANN WEALTH

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

RIA

CRD#: 123047

TROY, MI

Current

November 10, 2022 - Present

REHMANN FINANCIAL NETWORK, LLC

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

CRD#: 165027

Troy, MI

Past

March 10, 2022 - October 21, 2022

CITIZENS PRIVATE WEALTH

RIA

CRD#: 106743

SOUTHFIELD, MI

Past

February 27, 2014 - May 13, 2021

PLANTE MORAN FINANCIAL ADVISORS

RIA

CRD#: 112158

Auburn Hills, MI

Past

February 21, 2014 - May 13, 2021

PLANTE MORAN INSURANCE AGENCY

CRD#: 127257

Auburn Hills, MI

Past

February 21, 2013 - May 17, 2021

VALMARK SECURITIES, INC.

CRD#: 31243

Auburn Hills, MI

Past

January 28, 2010 - September 19, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

TROY, MI

Past

July 21, 2008 - September 19, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TROY, 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".

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

IAR

Florida
(3/28/2025)

Michigan
(11/10/2022)

IAR

Michigan
(11/10/2022)

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

Series 63

Date: 2/26/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/28/2008

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: 7/19/2008

General Securities Representative 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

Mark A. Meyers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Andrew Meyers's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN FINANCIAL NETWORK, LLC

CITIZENS PRIVATE WEALTH

PLANTE MORAN FINANCIAL ADVISORS

PLANTE MORAN INSURANCE AGENCY

VALMARK SECURITIES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 2/26/2013

Series 66

Date: 7/28/2008

SIE

Date: 10/1/2018

Series 7

Date: 7/19/2008

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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