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Gerald John Wernette

Rehmann Wealth

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About Gerald John Wernette

Gerald John Wernette is a Registered Investment Advisor with Rehmann Wealth. Gerald has over 30 years of experience in the financial industry. Gerald has an active license in Michigan. Gerald earned a Series 65 and a Series 63 license. Gerald specializes in Retirement Plans, Financial Planning and Portfolio Management for individuals and businesses.

Firm Information

Gerald Wernette is currently registered with Rehmann Wealth. Rehmann Wealth is a wealth management firm located in Lansing, MI. The firm manages approximately $3.85 billion in assets for individuals, corporations, pension and profit-sharing plans, and insurance companies. Rehmann Wealth offers a variety of services, including financial planning, portfolio management, and pension consulting.
Rehmann Wealth

4086 LEGACY PARKWAY

LANSING, MI 48911-4261

$3.85B

Assets Under Management

44

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Servicing fees from custodians

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Gerald Wernette’s Registration & Firm History

MI

04/21/2010 - Present

Rehmann Wealth (TROY MI)

MA

01/02/2003 - 11/29/2005

MUTUAL SERVICE CORPORATION (BOSTON MA)

GA

05/09/2001 - 01/03/2003

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/31/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerald John Wernette.
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