TrueAdvisor
TrueAdvisor
LL
LL

Lisa Maria Lamb

Rehmann Wealth
26 Years of Experience
Broker
View SEC Summary
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

1500 Big Beaver Rd., 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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Employment History
Current Registrations
Rehmann Wealth
July 2024 - Present · 1 yr 7 mos
Rehmann Financial Network, LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Mutual of America Securities LLCBroker
December 2021 - April 2024 · 2 yrs 4 mos
Nationwide Investment Advisors, LLC
October 2013 - December 2021 · 8 yrs 2 mos
Nationwide Investment Services CorporationBroker
July 2013 - December 2021 · 8 yrs 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
February 2012 - July 2013 · 1 yr 5 mos
National Planning CorporationBroker
October 2010 - July 2013 · 2 yrs 9 mos
Fifth Third Securities, INC.
February 2010 - July 2010 · 5 mos
Fifth Third Securities, INC.Broker
December 2009 - July 2010 · 7 mos
Fifth Third Securities, INC.
April 2008 - March 2009 · 11 mos
Fifth Third Securities, INC.Broker
April 2008 - March 2009 · 11 mos
Sigma Financial CorporationBroker
March 2007 - April 2008 · 1 yr 1 mo
Questar Capital CorporationBroker
October 2006 - March 2007 · 5 mos
Sigma Financial CorporationBroker
June 2004 - October 2006 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - June 2004 · 5 yrs
Pruco Securities CorporationBroker
September 1997 - December 1998 · 1 yr 3 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.