Sasank
Boppana

Rehmann Wealth

CRD#6407337
Investment Advisor
in Lansing, MI

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About this Advisor

Sasank Boppana is a financial advisor based in Lansing, Michigan, working with Rehmann Wealth. Sasank has previously held positions at Axa Advisors, LLC, Law Office Of Markwei Boye, Rehmann Robson, and Rehmann Financial Network, LLC. Sasank has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Sasank is part of Rehmann Wealth, which operates out of Lansing, 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 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

4086 Legacy Parkway
Lansing, MI 48911-4261

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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

Sasank Boppana Work History

2022 - Present (2 years)

Rehmann Financial Network, LLC

2021 - Present (3 years)

Rehmann Robson

2017 - 2021 (4 years)

Law Office Of Markwei Boye

2015 - 2017 (2 years)

Axa Advisors, LLC

Disclosures

Please visit the SEC profile of Sasank Boppana 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

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