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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)18 years in industry

MARK ANDREW MEYERS

Advisor at REHMANN WEALTH

LANSING, MI | TROY, MI

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Search this name across graphsid dfx:ria:5cb27333-c984-dd52-2d1e-2f56b2cab285

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 28, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REHMANN WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S66
First exam: Jul 28, 2008
First registration: Jan 28, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 5553981

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REHMANN WEALTH	Independent wealth	Jan 6, 2025	n/a	yes	LANSING, MI\|TROY, MI	Current employment
CITIZENS PRIVATE WEALTH	Bd affiliated wealth	Mar 10, 2022	Oct 21, 2022	no	SOUTHFIELD, MI\|TARRYTOWN, NY	Previous registration
PLANTE MORAN FINANCIAL ADVISORS	Independent wealth	Feb 27, 2014	May 13, 2021	no	SOUTHFIELD, MI\|Auburn Hills, MI	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jan 28, 2010	Sep 19, 2011	no	TROY, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIZENS PRIVATE WEALTH	REHMANN WEALTH	Oct 21, 2022	Jan 6, 2025	808	Firm change after gap	RIA to RIA
PLANTE MORAN FINANCIAL ADVISORS	CITIZENS PRIVATE WEALTH	May 13, 2021	Mar 10, 2022	301	Firm change	RIA to RIA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	PLANTE MORAN FINANCIAL ADVISORS	Sep 19, 2011	Feb 27, 2014	892	Firm change after gap	Other

Relationships

Registered with (4)

→ REHMANN WEALTHRegistered adviserregistration: current employment
Jan 6, 2025 to presentfactForm ADV
→ CITIZENS PRIVATE WEALTHRegistered adviserregistration: previous registration
Mar 10, 2022 to Oct 21, 2022factForm ADV
→ PLANTE MORAN FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Feb 27, 2014 to May 13, 2021factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jan 28, 2010 to Sep 19, 2011factForm ADV

Dated events

Occurred
Oct 21, 2022
Advisor changed firm
Mark Andrew Meyers left Citizens Private Wealth for Rehmann Wealth (registered 2025-01-06)
Form ADVobserved 5 days ago