Joseph John Zaiter

Rehmann Wealth

21 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth

Rehmann Wealth

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

Location

5800 Gratiot Rd., Suite 201, Saginaw, MI, 48638

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2016

Denied

Customer Dispute

February 2012

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joseph works full-time as a financial advisor for Rehmann Capital Advisory Group, providing financial planning and investment advice. He also dedicates a few hours per week to Rehmann Insurance Group, providing insurance based on client needs, and minimal time as a registered rep for Rehmann Financial Network LLC, referring customers to Royal Alliance & Associates.