Derrek John Klimek
Investment adviser representative at Rehmann Wealth
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm assets
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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
19 years in the industry.
- Rehmann Financial Network, LLCJan 2017 to now
- Rehmann WealthMay 2010 to now
- Rehmann FinancialOct 2007 to now
- Royal AllianceFeb 2010 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2008
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
- 4815703
- Firm CRD
- 123047