Theotime
Desmulier

Rehmann Wealth

CRD#6938815
Investment Advisor
in Bonita Springs, FL

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About this Advisor

Theotime Desmulier is a financial advisor based in Bonita Springs, Florida, working with Rehmann Wealth. Theotime has previously held positions at Raymond James Financial Services, Inc, Amway, The Walt Disney World, Soho Urban Food, The Uniform Superstore, Verde Padel, Estice International Business School, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc / Keiron Partners, and Rehmann. Theotime has passed the Series 66 regulatory exam and is registered to provide services in Florida and Michigan. Currently, Theotime is part of Rehmann Wealth, which operates out of Bonita Springs, Florida. The firm has 12 offices and 36 employees. The firm manages assets totaling $3.8 billion and serves high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Rehmann Wealth includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9420 Bonita Beach Rd. Se
Bonita Springs, FL 34135

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Rehmann Wealth Brokerage Details

Total Assets Under Management

$3,846,368,000

FL Average: $943,424,332
Total Number of Employees

36

FL Average: 21
Total Number of Accounts

5,272

FL Average: 1,586
Average Account Size

$729,584

FL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Theotime Desmulier Work History

2022 - Present (3 years)

Rehmann

2020 - 2022 (2 years)

Raymond James Financial Services, Inc

2020 - 2022 (2 years)

Raymond James Financial Services Advisors, Inc

2019 - 2020 (1 year)

Raymond James Financial Services, Inc / Keiron Partners

2018 - 2019 (1 year)

Raymond James Financial Services, Inc

2018 - 2019 (1 year)

Raymond James Financial Services, Inc

2017 - 2018 (1 year)

Amway

2017 - 2017 (< 1 year)

The Walt Disney World

2016 - 2017 (1 year)

Soho Urban Food

2016 - 2016 (< 1 year)

The Uniform Superstore

2015 - 2015 (< 1 year)

Verde Padel

2014 - 2014 (< 1 year)

The Walt Disney World

2013 - 2017 (4 years)

Estice International Business School

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Disclosures

Please visit the SEC profile of Theotime Desmulier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rehmann Wealth

Scott Wesley
Tawas City, MI
Sasank Boppana
Lansing, MI
Simon Micakaj
Troy, MI
James Russell
Lansing, MI
Jalen Garrett
Lansing, MI
Mark Meyers
Lansing, MI
Adam Garvey
Grand Rapids, MI
Theotime Desmulier
Bonita Springs, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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