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Jeffrey Phillips

Rehmann Wealth

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About Jeffrey Phillips

Jeffrey Phillips is a financial advisor with Rehmann Wealth. Jeffrey has been in the financial industry since 2002 and is registered to provide investment advice in Florida, Michigan, New Hampshire, and Texas. He holds the Series 7, Series 63, and SIE licenses and is a Chartered Financial Analyst.

Firm Information

Jeffrey Phillips 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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Jeffrey Phillips’s Registration & Firm History

MI

07/02/2007 - Present

Rehmann Wealth (LANSING MI)

FL

05/07/2015 - 12/31/2017

ROYAL ALLIANCE ASSOCIATES, INC. (VERO BEACH FL)

MI

01/25/2005 - 11/29/2005

MUTUAL SERVICE CORPORATION (SOUTHFIELD MI)

NY

02/05/2001 - 02/07/2005

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BC

Issued 07/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Phillips.
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