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Sasank Boppana

CRD# 6407337·Registered 2015 - 2024
Previously Registered: Being a previously registered professional could mean that Sasank is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Sasank Boppana was a registered financial advisor. Sasank was a previously registered financial professional and started their career in finance 2015 - 2024. Sasank had worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

Past

REHMANN WEALTHPast·CRD# 123047
RIA
Troy, MI
January 23, 2023 - December 20, 2024
REHMANN FINANCIAL NETWORK, LLCPast·CRD# 165027
BD
Troy, MI
October 5, 2022 - December 20, 2024
EQUITABLE ADVISORS, LLCPast·CRD# 6627
RIA
Troy, MI
May 11, 2015 - April 17, 2017
EQUITABLE ADVISORS, LLCPast·CRD# 6627
BD
Troy, MI
January 20, 2015 - April 17, 2017

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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 - SEC (8/16/2005 Approved)

Contact Information

Main Address

4086 Legacy Parkway, Lansing, MI 48911-4261

Phone Number

(517) 316-2400

# of Employees

39

SEC notice filing (30 States and Territories)

Registered to provide investment advisory services in 30 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026 REHMANN CAPITAL ADVISORY GROUP, LLC 2A (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,020

AUM (Assets Under Management)

$5,271,218,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. NAME OF BUSINESS: Law Office of Sasank Boppana INVESTMENT-RELATED: No ADDRESS: 1934 Knoll Ct., Troy, MI 48098 NATURE OF THE BUSINESS: Law Office - Licensing Attorney POSITION: Attorney TITLE: Sole Owner; Managing Memeber START DATE: 06/2017 NUMBER OF HOURS PER MONTH: 16-20 NUMBER OF SECURITIES HOURS PER MONTH: Zero
(0) DUTIES: Law Office of Sasank Boppana is a non-investment related business with its address at 1934 Knoll Ct., Troy, MI 48098. It is a law firm that handles administrative issues. I am the sole owner of the entity. This is a side-job where I spend no more than 4-6 hours on the weekends working on licensing applications. The business purely handles state licensing application and nothing further. 2. REHMANN CAPITAL ADVISORY GROUP; INVESTMENT-RELATED: YES; ADDRESS: 1500 BIG BEAVER RD., TROY, MI 48084; NATURE: LLC; POSITION: FINANCIAL ADVISOR; START DATE: 1/2023; HRS PER MONTH: 160; SECURITIES HRS PER MONTH: 160; DUTIES: WORKING AS PART OF AN ADVISOR TEAM TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL GOALS 3. REHMANN FINANCIAL NETWORK, LLC; INVESTMENT-RELATED: YES; ADDRESS: 1500 BIG BEAVER RD., TROY, MI 48084; NATURE: LLC; POSITION: REGISTERED REP; START DATE: 5/2023; HRS PER MONTH: 160; SECURITIES HRS PER MONTH: 160; DUTIES: WORKING AS PART OF AN ADVISOR TEAM TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL GOALS

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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 - SEC (8/16/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2022About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2015About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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