Scott
Wesley

Rehmann Wealth

CRD#6371642
Investment Advisor
in Tawas City, MI

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About this Advisor

Scott Wesley is a financial advisor based in Tawas City, Michigan, working with Rehmann Wealth. Scott has previously held positions at Hantz Tax & Business, Tata Consulting Services, Stephenson & Company, Pc, Cetera Financial Specialists LLC, Red Hawk Golf Club, Cetera Investment Advisers LLC, Rehmann Financial Network, LLC, Rehmann Capital Advisory Group, Gracik & Gracik P.C, and Sgc Financial Group. Scott has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Scott is part of Rehmann Wealth, which operates out of Tawas City, 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, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

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

540 W. Lake St. P.O. Box 70
Tawas City, MI 48764

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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

Scott Wesley Work History

2021 - Present (3 years)

Rehmann Financial Network, LLC

2021 - Present (3 years)

Rehmann Capital Advisory Group

2021 - Present (3 years)

Gracik & Gracik P.C

2021 - Present (3 years)

Sgc Financial Group

2019 - 2019 (< 1 year)

Cetera Financial Specialists LLC

2019 - 2021 (2 years)

Cetera Financial Specialists LLC

2019 - 2021 (2 years)

Cetera Investment Advisers LLC

2018 - 2018 (< 1 year)

Red Hawk Golf Club

2017 - 2021 (4 years)

Stephenson & Company, Pc

2014 - 2017 (3 years)

Hantz Tax & Business

2014 - 2014 (< 1 year)

Tata Consulting Services

Disclosures

Please visit the SEC profile of Scott Wesley 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

James Russell
Lansing, MI
Jalen Garrett
Lansing, MI
Sasank Boppana
Lansing, MI
Simon Micakaj
Troy, MI
Scott Wesley
Tawas City, MI
Mark Meyers
Lansing, MI
Theotime Desmulier
Bonita Springs, FL
Adam Garvey
Grand Rapids, 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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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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