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Frederick Schaard - Rehmann

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Fred Schaard | CFP® | Principal

Lansing, MI | 517.316.2400 | Email | LinkedIn
Video Introduction

Education

Bachelor's in marketing and finance
Michigan State University

Memberships

Sparrow Foundation, board of directors, finance committee

Special Olympics of Michigan, board of directors, finance committee

Cristo Rey Community Center, board of directors, finance committee

Service Areas | Mergers and acquisitions, business venture consulting, retirement consulting and financial planning, investment analysis

Fred is a principal with Rehmann Financial and is based in the Firm's Lansing office. He supports Firm-wide strategic initiatives and the overall growth of Rehmann Financial. Fred is also a member of the Rehmann Financial executive committee. As a Certified Financial PlannerTM practitioner and a registered principal offering securities through Royal Alliance Associates, member FINRA/SIPC, Fred provides wealth management services to high net worth clients. Additionally, he is the managing partner of Avatar Movers-Portland, LLC a franchised moving company, located in Portland, Oregon.

Experience

Since joining Rehmann, Fred served as president of Rehmann Financial for 14 years and served on the Firm’s board of directors for nine years. Fred has worked in the financial planning field since 1982, developing and selling two broker dealer businesses and three financial investment operations. He has provided strategic growth counsel to numerous professional service firms. He currently acts as a financial consultant to a number of Michigan-based companies. Fred has been quoted in a variety of financial publications including “Accounting Today” and “Investment News”.

He attended the College for Financial Planning and received his CFP® certification from the Certified Financial Planner™ Board of Standards.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates. Insurance services offered through Rehmann Insurance Group, LLC which is not affiliated with Royal Alliance Associates, Inc.

Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Thought Leadership

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