MM
CFP · ChFC
MM
CFP · ChFC

Mark Meyers

15 Years of Experience
Lansing, MI
BrokerSells Insurance

Mark Meyers is a CFP, ChFC-designated registered investment advisor, based in Lansing, MI, with 15 years of industry experience.

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

Mark is a financial advisor at Rehmann Capital Advisory Group and a registered representative at Rehmann Financial Network, LLC, dedicating full-time hours to these roles. He is also a licensed producer at Rehmann Insurance Group, LLC, spending about a quarter of his time in this role.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Rehmann Wealth
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Clarfeld
March 2022 - October 2022 · 7 mos
Plante Moran Financial Advisors
February 2014 - May 2021 · 7 yrs 3 mos
Plante Moran Insurance AgencyBroker
February 2014 - May 2021 · 7 yrs 3 mos
Valmark Securities, INC.Broker
February 2013 - May 2021 · 8 yrs 3 mos
Northwestern Mutual Investment Services,llc
January 2010 - September 2011 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
July 2008 - September 2011 · 3 yrs 2 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Meyers - Financial Advisor | TrueAdvisor