Gerald
Wernette
Rehmann Wealth
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About this Advisor
Gerald Wernette is a financial advisor based in Troy, Michigan, working with Rehmann Wealth. Gerald has previously held a position at The Rehmann Group. Gerald has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Gerald is part of Rehmann Wealth, which operates out of Troy, Michigan. The firm has 12 offices and 36 employees. The firm manages assets totaling $3.8 billion and serves high-net-worth clients. 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
Services Offered
Fee Structure
Office Location
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Rehmann Wealth Brokerage Details
$3,846,368,000
36
5,272
$729,584
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
Gerald Wernette Work History
The Rehmann Group
Disclosures
Please visit the SEC profile of Gerald Wernette 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
Lansing, MI
Tawas City, MI
Lansing, MI
Lansing, MI
Troy, MI
Bonita Springs, FL
Lansing, MI
Ann Arbor, MI
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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