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Jeffrey Phillips

REHMANN CAPITAL ADVISORY GROUP, LLC·LANSING, Michigan
SIE, Series 7, Series 63CFAClean record19 years registeredREHMANN CAPITAL ADVISORY GROUP, LLC
4086 LEGACY PARKWAY, LANSING, MI 48911-4261CRD# 4319983Firm CRD# 123047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Phillips · LANSING, MI
Registration
CRD #4319983 · REHMANN CAPITAL ADVISORY GROUP, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

REHMANN WEALTH
Jul 2007 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · July 2, 2007
Years registered · 19
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REHMANN CAPITAL ADVISORY GROUP, LLC
CRD 123047 · SEC 801-64587
AUM
$3.8B
Regulatory assets under management
Employees
36
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 →
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05

Frequently Asked Questions

What services does Jeffrey Phillips offer?
Jeffrey Phillips specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANSING, Michigan for a consultation.
What are Jeffrey Phillips's credentials?
Jeffrey Phillips holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey Phillips located?
Jeffrey Phillips is based in LANSING, Michigan, working with REHMANN CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the LANSING metropolitan area and surrounding communities.
How does Jeffrey Phillips charge for services?
Jeffrey Phillips'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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Other Advisors at REHMANN CAPITAL ADVISORY GROUP, LLC

Frederick John Schaard
LANSING, MI
CFP
Ryan Sullivan
LANSING, MI
CFP
Nicole Anne Spitzley
LANSING, MI

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