KB
KB

Kristopher Mitchell Burak

21 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

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

Kristopher provides investment advice to clients at Rehmann Financial, oversees rental property, and is a registered rep with Rehmann Financial Network, LLC. Kristopher is also a licensed insurance producer with Rehmann Insurance Group and serves on the board of two non-profit organizations.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
January 2017 - Present · 9 yrs 1 mo
Rehmann Wealth
July 2010 - Present · 15 yrs 7 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
February 2010 - December 2017 · 7 yrs 10 mos
Triad Advisors, INC.Broker
August 2008 - February 2010 · 1 yr 6 mos
Cambridge Group Investments, LTD.Broker
May 2002 - January 2007 · 4 yrs 8 mos
State Registrations10 states
AZCAFLILINMEMINYOHRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.