CL
CFP
CL
CFP

Colin Lennox

6 Years of Experience
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 Activities

Colin volunteers as an investment committee member for the First United Methodist Church endowment. This activity requires minimal time and is not investment-related to his advisory business.

Employment History
Current Registrations
Rehmann Wealth
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Plante Moran Financial Advisors
March 2019 - June 2024 · 5 yrs 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.