Joseph
Zaiter

Rehmann Wealth

CRD#4796715
Investment Advisor
in Saginaw, MI

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About this Advisor

Joseph Zaiter is a financial advisor based in Saginaw, Michigan, working with Rehmann Wealth. Joseph has previously held positions at U.S. Bancorp Investments, Inc, Raymond James & Associates, Royal Alliance Associates, Rehmann Capital Advisory Group, and Rehmann Financial Network. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Joseph is part of Rehmann Wealth, which operates out of Saginaw, 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

Series 63, Series 66

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

5800 Gratiot Rd. Suite 201
Saginaw, MI 48638

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Rehmann Wealth Brokerage Details

Total Assets Under Management

$3,846,368,000

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

36

MI Average: 21
Total Number of Accounts

5,272

MI Average: 1,586
Average Account Size

$729,584

MI 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

Joseph Zaiter Work History

2017 - Present (7 years)

Rehmann Capital Advisory Group

2017 - Present (7 years)

Rehmann Financial Network

2017 - 2017 (< 1 year)

Royal Alliance Associates

2014 - 2017 (3 years)

Raymond James & Associates

2012 - 2014 (2 years)

U.S. Bancorp Investments, Inc

Disclosures

Please visit the SEC profile of Joseph Zaiter 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

Sasank Boppana
Lansing, MI
Jalen Garrett
Lansing, MI
Simon Micakaj
Troy, MI
Scott Wesley
Tawas City, MI
James Russell
Lansing, MI
Theotime Desmulier
Bonita Springs, FL
Tyler Weir
Ann Arbor, MI
Mark Meyers
Lansing, 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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