Jeffrey
Phillips
Rehmann Financial
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About this Advisor
Jeffrey Phillips is a chartered financial analyst operating in Lansing, Michigan who has 13 years of relevant experience. Phillips is an employee of Rehmann Financial. Throughout their career, Phillips has worked at Rehmann Financial, Royal Alliance and Rehmann Financial Network, LLC. Phillips maintains a Series 63 license, certifying them as a securities broker, and is approved to serve investors in Florida, Michigan, New Hampshire and Texas. Rehmann Financial is a registered investment company operating out of Lansing, MI. It has offices in 13 locations and a total of 34 employees. It has $3 billion in total assets among its 5,142 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 5,142 customer accounts, 24% belong to high-net-worth individuals who have greater than $1 million in assets. 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 for financial management largely vary depending on which services are provided. Fee types charged by Rehmann Financial may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rehmann Financial Brokerage Details
$3,043,669,000
34
5,142
$591,923
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
Jeffrey Phillips Work History
Jeffrey has been registered as a financial advisor for 13 years.*
Rehmann Financial Network, LLC
Rehmann Financial
Royal Alliance
*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 Jeffrey Phillips 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
Ann Arbor, MI
Saginaw, MI
Grand Rapids, MI
Lansing, MI
Lansing, MI
Tawas City, MI
Grand Rapids, MI
Lansing, 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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