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Sasank Boppana

Rehmann Wealth

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About Sasank Boppana

Sasank Boppana is a financial advisor at Rehmann Wealth. Sasank is a registered representative with the firm, and holds a Series 7, Series 66 and SIE licenses. Prior to joining Rehmann Wealth, Sasank worked for AXA Advisors, LLC as a financial advisor. Sasank is a lawyer by profession and has been practicing law for several years. Sasank has a special interest in financial planning and portfolio management for both individuals and businesses. Sasank provides financial planning services and assists clients in meeting their financial goals. Sasank is licensed in Michigan.

Firm Information

Sasank Boppana 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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Sasank Boppana’s Registration & Firm History

MI

01/23/2023 - Present

Rehmann Wealth (LANSING MI)

MI

01/20/2015 - 04/17/2017

AXA ADVISORS, LLC (TROY MI)

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Licenses & Designations

BOTH

Issued 01/13/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2022

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sasank Boppana.
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