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WB

William D. Blank

REHMANN WEALTH
Troy, MI 48084
Some features on this profile are disabled
CRD#: 5794110
WB

Professional summary

William Donald Blank, AIF®, who also goes by Bill Blank Jr, Bill Blank, William Donald Blank Jr, William Donald Blank Jr., is a registered financial advisor currently at REHMANN WEALTH located in Troy, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Troy, Michigan.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. William has worked at 6 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Blank Jr | Bill Blank | William Donald Blank Jr | William Donald Blank Jr.

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 William Donald Blank'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

April 22, 2026 - Present

REHMANN WEALTH

Office #1: 1500 Big Beaver Rd. 2nd Floor, Troy, MI 48084
RIA
CRD#: 123047
Troy, MI
Current

April 22, 2026 - Present

REHMANN FINANCIAL NETWORK, LLC

Office #1: 1500 W. Big Beaver Rd 2nd Floor, Troy, MI 48084
BD
CRD#: 165027
Troy, MI
Past

May 4, 2023 - April 23, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
ROCHESTER HILLS, MI
Past

May 4, 2023 - April 23, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

July 1, 2022 - January 13, 2023

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
TROY, MI
Past

July 1, 2022 - January 13, 2023

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
TROY, MI
Past

June 10, 2019 - June 30, 2022

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Royal Oak, MI
Past

June 10, 2019 - June 30, 2022

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Royal Oak, MI
Past

October 11, 2016 - May 23, 2019

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ROYAL OAK, MI
Past

April 15, 2016 - May 23, 2019

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ROYAL OAK, 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
Michigan
(4/22/2026)
IAR
Michigan
(4/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 5/4/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/15/2016
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)
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)

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#: 123047Troy, MI 48084

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