William Donald Blank
Investment adviser representative at Rehmann Wealth
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Rehmann WealthApr 2026 to now
- LPL Financial LLCApr 2023 to Apr 2026
- UnemployedJan 2023 to Apr 2023
- Equitable Advisors LLCJul 2022 to Jan 2023
- Kestra Advisory Services, LLCJun 2019 to Jun 2022
- Kestra Financial GroupJun 2019 to Jun 2022
- Kestra Investment Services, LLCJun 2019 to Jun 2022
- AXA Advisors, LLCMay 2015 to Jun 2019
- Cambridge Consulting GroupFeb 2012 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 5794110
- Firm CRD
- 123047