Lisa Maria Lamb
Investment adviser representative at Rehmann Wealth
13 yearsExperience
1 stateRegistered in
$5.3BFirm assets
21 yearsFirm in business
Are you Lisa Maria Lamb? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Rehmann WealthApr 2024 to now
- Mutual of America Securities LLCDec 2021 to Apr 2024
- Natiionwide Investment Services CorpJul 2013 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Rehmann Wealth
Legal name: Rehmann Capital Advisory Group, LLC
$5.3BAssets managed
2,549Clients
40Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2940576
- Firm CRD
- 123047