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Nicole Anne Spitzley

REHMANN CAPITAL ADVISORY GROUP, LLC·LANSING, Michigan
SIE, Series 7, Series 14, Series 24, Series 28, Series 66, Series 99TOClean record13 years registeredREHMANN CAPITAL ADVISORY GROUP, LLC
4086 LEGACY PARKWAY, LANSING, MI 48911-4261CRD# 5526351Firm CRD# 123047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicole Anne Spitzley · LANSING, MI
Registration
CRD #5526351 · REHMANN CAPITAL ADVISORY GROUP, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

Jan 2013present
Jan 2017May 2017
LANSING, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 28
Series 66
Series 99TO
Registration record
First registered · January 9, 2013
Years registered · 13
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
Introduction

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05

Frequently Asked Questions

What services does Nicole Anne Spitzley offer?
Nicole Anne Spitzley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANSING, Michigan for a consultation.
What are Nicole Anne Spitzley's credentials?
Nicole Anne Spitzley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Anne Spitzley located?
Nicole Anne Spitzley 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 Nicole Anne Spitzley charge for services?
Nicole Anne Spitzley'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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