Adam Kristjan Garvey
Investment adviser representative at Rehmann Wealth
13 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
13 years in the industry.
- Rehmann Financal Network, LLCJan 2017 to now
- Rehmann WealthOct 2013 to now
- Rehmann Financial GroupSep 2013 to now
- Royal AllianceSep 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (LA, MI, NH).
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
- 5871750
- Firm CRD
- 123047