Hio Rumschlag
Hio Rumschlag is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Southfield, MI, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
One Towne Square, Suite 240, Southfield, MI, 48076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hio services life insurance contracts and receives residual commissions from John Hancock life insurance policies sold prior to joining Raymond James in 1991, dedicating minimal time to these activities. Hio also owns R2 Financial Planning, LLC and Rumschlag Realty, LLC, spending a few hours per week as a landlord for the latter.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Chubb Securities CorporationBroker
Manequity, INC.Broker
Cardell & Associates, IncorporatedBroker
State Registrations20 states
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