Joseph
Zaiter
Rehmann Financial
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About this Advisor
Joseph Zaiter is a financial advisor based out of Saginaw, Michigan with 6 years of relevant experience. Zaiter currently works for Rehmann Financial. Their career trajectory has included roles at U.S. Bancorp Investments, Inc, Raymond James & Associates, Rehmann Capital Advisory Group, Rehmann Financial Network and Royal Alliance Associates. Zaiter has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Michigan and Texas. Rehmann Financial is a registered investment company based in Lansing, MI. The company has offices in 13 locations and a total of 34 advisors. It manages $3 billion in assets between its 5,142 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 5,142 accounts, 24% belong to high-net-worth clients who have greater than $1 million in investable assets. Rehmann Financial provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on the financial services offered. Fee types charged by Rehmann Financial likely 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
Joseph Zaiter Work History
Joseph has been registered as a financial advisor for 6 years.*
Rehmann Capital Advisory Group
Rehmann Financial Network
Royal Alliance Associates
Raymond James & Associates
U.S. Bancorp Investments, Inc
*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 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 Financial
Ann Arbor, MI
Lansing, MI
Grand Rapids, MI
Saginaw, MI
Lansing, MI
Lansing, 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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