Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Wellinger is a Chartered Financial Analyst who has been in the financial services industry since 2012. Max is registered as an Investment Advisor Representative with Rehmann Wealth in Troy, Michigan. Max has a broad background in financial planning, investment management, and retirement planning for individuals, businesses and institutions. Prior to joining Rehmann Wealth, Max worked with Plante Moran Financial Advisors in Southfield, Michigan. Max has a long history of working with clients in Michigan and has a strong understanding of local markets and needs.
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
05/11/2023 - Present
Rehmann Wealth (Troy MI)
Active
Inactive
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