Theotime
Desmulier

Rehmann Financial

CRD#6938815
Investment Advisor
in Bonita Springs, FL

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About this Advisor

Theotime Desmulier is a certified financial planner who works in Bonita Springs, Florida who has 1 year of industry experience. Desmulier is on the advisory team at Rehmann Financial. Their career trajectory has included roles at Raymond James Financial Services, Inc, Amway, The Walt Disney World, Soho Urban Food, The Uniform Superstore, Verde Padel, Chronodrive, Saint-Paul High School, Estice International Business School, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc / Keiron Partners and Rehmann. Desmulier holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Rehmann Financial is a financial advisory business based out of Lansing, MI. The firm has offices in 13 locations and a total of 34 advisors. It oversees $3 billion in assets among its 5,142 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 5,142 customer accounts, 24% are held by high-net-worth clients who have more than $1 million in assets available to invest. Rehmann Financial performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which service is provided. However, fees charged by Rehmann Financial can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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 Financial Brokerage Details

Total Assets Under Management

$3,043,669,000

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

34

FL Average: 21
Total Number of Accounts

5,142

FL Average: 1,586
Average Account Size

$591,923

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

Theotime has been registered as a financial advisor for 1 years.*

2022 - Present (2 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

2014 - 2014 (< 1 year)

Chronodrive

2013 - 2017 (4 years)

Estice International Business School

2010 - 2013 (3 years)

Saint-Paul High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 Financial

Tyler Weir
Ann Arbor, MI
Basam Malik
Lansing, MI
Adam Garvey
Grand Rapids, MI
Joseph Zaiter
Saginaw, MI
Jalen Garrett
Lansing, MI
Sasank Boppana
Lansing, MI
Mark Meyers
Lansing, MI
David Cook
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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