JG
JG

James Joseph Gracik

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

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Location

4086 Legacy Parkway, Lansing, MI, 48911-4261

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

James provides financial advice through Rehmann Financial, is a registered representative with Rehmann Financial Network, LLC, and is an owner of Gracik & Gracik, P.C., a tax and accounting firm, taking nearly full-time. James is also a licensed independent life insurance agent and involved with Gracik Properties, LLC and Town Square Condo Owners Association.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
January 2018 - Present · 8 yrs 1 mo
Rehmann Wealth
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Rehmann Financial Network, LLCBroker
January 2017 - December 2017 · 11 mos
Royal Alliance Associates, INC.Broker
February 2010 - December 2017 · 7 yrs 10 mos
Triad Advisors, INC.Broker
October 2008 - February 2010 · 1 yr 4 mos
Intersecurities, INC.Broker
July 2000 - October 2008 · 8 yrs 3 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.