Marla R. Masters

REHMANN WEALTH

GRAND RAPIDS, MI 49546

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CRD#: 5591339

Professional summary

Marla Ruth Masters, who also goes by Marla Ruth Kloosterhouse, is a registered financial advisor currently at REHMANN WEALTH located in Grand Rapids, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Grand Rapids, Michigan.

Marla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Marla has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marla Ruth Kloosterhouse

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, LLC, YES, 2330 E. PARIS AVE. SE, GRAND RAPIDS, MI 49546, 07/15/11, 160, 140 2) REHMANN FINANCIAL NETWORK, YES, 2330 E. PARIS AVE. SE, GRAND RAPIDS, MI 49546, REGISTERED ADMIN, 01/01/2018, 180, 140 3) MICHIGAN JAYCEES FOUNDATION POSITION: Board Member NATURE: This is a 501(c)3 foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 600 S Walnut St, Lansing MI 48933 DESCRIPTION: I sit on the Board of Directors for this organization

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marla Ruth Masters'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 18, 2011 - Present

REHMANN WEALTH

Office #1: 2330 East Paris Ave Se, Grand Rapids, MI 49546

RIA

CRD#: 123047

GRAND RAPIDS, MI

Current

January 22, 2018 - Present

REHMANN FINANCIAL NETWORK, LLC

Office #1: 2330 E. Paris Ave. Se, Grand Rapids, MI 49546

CRD#: 165027

Grand Rapids, MI

Past

December 13, 2010 - December 31, 2017

OSAIC WEALTH, INC.

CRD#: 23131

GRAND RAPIDS, 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

Michigan
(7/18/2011)

Michigan
(1/22/2018)

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: 6/3/2011

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: 12/10/2010

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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Marla R. Masters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marla Ruth Masters's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN WEALTH

REHMANN FINANCIAL NETWORK, LLC

OSAIC WEALTH, INC.

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 6/3/2011

SIE

Date: 10/1/2018

Series 7

Date: 12/10/2010

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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