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Tyler Weir

REHMANN WEALTH

Ann Arbor, MI

·CRD# 7646219·3 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

3 years in the financial services industry

Current & Past Employments

REHMANN WEALTH·CRD# 123047

RIA

555 Briarwood Circle Suite 300, Ann Arbor, MI 48108

January 24, 2023 - Present

REHMANN FINANCIAL NETWORK, LLC·CRD# 165027

BD

1. 555 Briarwood Circle Suite 300, Ann Arbor, MI 481082. 675 Robinson Road, Jackson, MI 49203

January 23, 2023 - Present

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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. 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

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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.

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Michigan
(1/24/2023)

IAR

Michigan
(1/24/2023)

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

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 Dec 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2022About the SIE exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Tyler Weir's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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TW

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