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Riley Lewis

Investment adviser representative at Rehmann Wealth
10 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

10 years in the industry.

  1. Rehmann WealthApr 2026 to now
  2. Rehmann Financial Network, LLCJun 2025 to now
  3. Mwa Financial Services IncSep 2021 to May 2025
  4. Modern Woodmen of AmericaJul 2021 to May 2025
  5. Equitable Advisors, LLCAug 2020 to Apr 2021
  6. Hope CollegeAug 2016 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2026

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
7288280
Firm CRD
123047
Advisor's SEC record (opens in a new tab)
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