Mark Andrew Meyers
Investment adviser representative at Rehmann Wealth
9 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
9 years in the industry.
- Rehmann WealthJan 2025 to now
- Rehmann FinancialNov 2022 to now
- Citizens BankFeb 2022 to Nov 2022
- Clarfeld Financial Advisors, LLCFeb 2022 to Nov 2022
- Greenleaf TrustJun 2021 to Feb 2022
- Plante Moran Insurance AgencyJul 2013 to May 2021
- Valmark Securities, Inc.Feb 2013 to May 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5553981
- Firm CRD
- 123047