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Travis Raymond Terhaar

Rehmann Wealth

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About Travis Raymond Terhaar

Travis Terhaar is a financial advisor registered with Rehmann Wealth. Travis Terhaar works with individuals, corporations or businesses and pension and profit sharing plans. Travis Terhaar specializes in portfolio management for individuals and businesses as well as providing financial planning services.

Firm Information

Travis Terhaar 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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Travis Terhaar’s Registration & Firm History

MI

12/02/2024 - Present

Rehmann Wealth (Grand Rapids MI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Raymond Terhaar.
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