AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RL

Riley Lewis

REHMANN WEALTH
LANSING, MI 48911-4261
Some features on this profile are disabled
CRD#: 7288280
RL

Professional summary

Riley Lewis, who also goes by Riley Joseph Lewis, Riley Lewis, Riley J Lewis, is a registered financial advisor currently at REHMANN WEALTH located in Lansing, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Lansing, Michigan.

Riley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Riley has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Riley Joseph Lewis | Riley Lewis | Riley J Lewis

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 Riley Lewis'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

April 29, 2026 - Present

REHMANN WEALTH

Office #1: 4086 Legacy Parkway, Lansing, MI 48911-4261
RIA
CRD#: 123047
LANSING, MI
Current

June 23, 2025 - Present

REHMANN FINANCIAL NETWORK, LLC

Office #1: 4086 Legacy Parkway, Lansing, MI 48911
BD
CRD#: 165027
LANSING, MI
Past

February 18, 2022 - June 4, 2025

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
Lansing, 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
(6/23/2025)
IAR
Michigan
(4/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/28/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/16/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/18/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/13/2020
Securities Industry Essentials 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
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 123047Lansing, MI 48911-4261

TRUST BUT VERIFY

Monitor Riley Lewis

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Robert Randall Morrison
Robert MorrisonAdvisorCheck Check Mark
ROCK CREEK WEALTH MANAGEMENT
IAR
RR
HILLSBORO, OR
SA
Sheldon AndreAdvisorCheck Check Mark
PROTRADE SECURITIES, LLC
PR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.