Luke Terry
Investment adviser representative at Rehmann Wealth
17 yearsExperience
3 statesRegistered in
$5.3BFirm assets
21 yearsFirm in business
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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
17 years in the industry.
- Rehmann Financial Network, LLCJan 2017 to now
- Rehmann WealthMay 2010 to now
- Rehmann FinancialJul 2009 to now
- Royal Alliance AssociatesFeb 2010 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (MI, NM, TX).
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
- 4002258
- Firm CRD
- 123047