Unclaimed Profile

Frederick John Schaard

REHMANN CAPITAL ADVISORY GROUP, LLC·LANSING, Michigan

SIE, Series 6, Series 7, Series 22, Series 24, Series 63CFPClean record16 years registeredREHMANN CAPITAL ADVISORY GROUP, LLC

4086 LEGACY PARKWAY, LANSING, MI 48911-4261CRD# 1101334Firm CRD# 123047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frederick John Schaard · LANSING, MI

Registration

CRD #1101334 · REHMANN CAPITAL ADVISORY GROUP, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: REHMANN CAPITAL ADVISORY GROUP, LLC

REHMANN FINANCIAL

Jul 2017 – Nov 2023

LANSING, MI

REHMANN FINANCIAL

May 2010 – Jan 2017

LANSING, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · May 6, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REHMANN CAPITAL ADVISORY GROUP, LLC

CRD 123047 · SEC 801-64587

AUM

$3.8B

Regulatory assets under management

Employees

5,272 client accounts

Services offered by REHMANN CAPITAL ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REHMANN CAPITAL ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Frederick John Schaard offer?

Frederick John Schaard specializes in Financial Planning, Investment Management, Wealth Management.

What are Frederick John Schaard's credentials?

Frederick John Schaard holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Frederick John Schaard located?

Frederick John Schaard is based in LANSING, Michigan, last registered with REHMANN CAPITAL ADVISORY GROUP, LLC.

How does Frederick John Schaard charge for services?

Frederick John Schaard's firm is compensated through percentage of aum, hourly charges, subscription fees, other: servicing fees from custodians. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REHMANN CAPITAL ADVISORY GROUP, LLC?

REHMANN CAPITAL ADVISORY GROUP, LLC has approximately 36 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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