AG
AG

Adam Kristjan Garvey

14 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

2330 East Paris Ave Se, Grand Rapids, MI, 49546

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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

Adam works full-time as a financial advisor at Rehmann Capital Advisory Group. He also works as a licensed insurance producer, dedicating minimal time to writing and servicing insurance business, and spends about 10-20% of his time as a staff preparer for Rehmann Robson LLC.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
January 2017 - Present · 9 yrs 1 mo
Rehmann Wealth
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
September 2013 - December 2017 · 4 yrs 3 mos
Hantz Financial Services, INC.
July 2011 - September 2013 · 2 yrs 2 mos
Hantz Financial Services, INC.Broker
June 2011 - September 2013 · 2 yrs 3 mos
State Registrations7 states
COFLINLAMINHVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.