TW
Tyler Weir
REHMANN WEALTH
Ann Arbor, MI 48108
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CRD#: 7646219
TW
Professional summary
Tyler Weir is a registered financial advisor currently at REHMANN WEALTH located in Ann Arbor, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Ann Arbor, Michigan.
Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Tyler has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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: 555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108; 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 2. REHMANN FINANCIAL NETWORK, LLC; INVESTMENT-RELATED: YES; ADDRESS: 555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108; NATURE: LLC; POSITION: REGISTERED REP; 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 INSURANCE GROUP, LLC INVESTMENT-RELATED: YES; ADDRESS: 555 Briarwood Circle, Suite 300, Ann Arbor, MI 48108; NATURE: LLC; POSITION: LICENSED PRODUCER; START DATE: 5/2024; HRS PER MONTH: 10; SECURITIES HRS PER MONTH: 10; DUTIES: WORKING AS PART OF AN ADVISOR TEAM TO ASSIST CLIENTS IN MEETING THEIR FINANCIAL GOALS
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Weir's 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®
NoneExperience
Current
January 24, 2023 - Present
REHMANN WEALTH
Office #1: 555 Briarwood Circle Suite 300, Ann Arbor, MI 48108RIA
CRD#: 123047
Ann Arbor, MI
Current
January 23, 2023 - Present
REHMANN FINANCIAL NETWORK, LLC
Office #1: 555 Briarwood Circle Suite 300, Ann Arbor, MI 48108BD
CRD#: 165027
Ann Arbor, 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(1/24/2023)
IAR
Michigan(1/24/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/21/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck 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)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,238 |
| AUM (Assets Under Management) | $ 4,270,170,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
REHMANN WEALTH
CRD#: 123047Ann Arbor, MI 48108TRUST BUT VERIFY
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