David Alan Ladomer

CFP

Rehmann Wealth

5 Years of Experience

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

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.

Employment History

Current Registrations

Rehmann Wealth

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Plante Moran Financial Advisors

June 2015 - October 2019 · 4 yrs 4 mos

State Registrations2 states

FLMI

Advisor

Exams

No exam information available for this advisor.