GW
GW

Gerald John Wernette

15 Years of Experience
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

1500 W Big Beaver, 2nd Floor, Troy, MI, 48084

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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 Activities

Gerald is the Director of Retirement Plan Services at The Rehmann Group, LLC, a non-investment related company, dedicating nearly full-time hours to this role. He also serves as a Board Member/Treasurer for the Detroit Chapter of the International Society of Certified Employee Benefit Specialists, spending minimal time on this activity.

Employment History
Current Registrations
Rehmann Wealth
April 2010 - Present · 15 yrs 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Gerald John Wernette - Financial Advisor | TrueAdvisor