Unclaimed
Keith Harder is a financial advisor with Rehmann Wealth. Keith has been in the financial services industry since 1998. Keith is a Certified Financial Planner and holds licenses in Michigan, Ohio and Texas. Keith has a diverse background in financial services, having previously worked at firms such as Royal Alliance Associates, Triad Advisors, Mutual Service Corporation, FSC Securities Corporation, and Cap Pro Brokerage Services. In addition to providing financial planning and asset management services, Keith also offers insurance based products and services to his clients. Keith is a member of the Rehmann Foundation Finance Committee.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Servicing fees from custodians
1
2
MI
01/03/2014 - Present
Rehmann Wealth (Troy MI)
MI
02/26/2010 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (MIDLAND MI)
MI
10/01/2007 - 02/26/2010
TRIAD ADVISORS, INC. (LANSING MI)
MI
01/02/2003 - 10/02/2007
MUTUAL SERVICE CORPORATION (LANSING MI)
GA
11/28/2000 - 01/03/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
OH
10/18/2000 - 11/27/2000
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
GA
04/30/1998 - 10/19/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 05/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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