FINRA's BrokerCheck

Ethan Anderson

Ethan Anderson

Ethan Anderson | AIF® | Advisor

Grand Rapids, MI | 616.975.2869 | Email | LinkedIn
Service Areas | Investment analysis and portfolio design, retirement plan consulting

Ethan develops creative strategies that help clients work toward success, integrating asset management services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

Click the links below to see some of Ethan's most recent appearances:

Experience

Ethan has been managing investment strategies and guiding high net worth clients since 1999. He brings a very knowledgeable investment perspective to the table while helping business owners, high net worth individuals, medical professionals and families set and work toward their financial goals. Ethan served for five years as the Chief Investment Strategist for C-PAS, a cost-transparent unified managed account platform that allows investors to receive pro-active tax management on their investment portfolios. In this role, he was responsible for the platform’s due diligence and manager selection. Ethan is also a founding member of Rehmann Financial’s Capital Management Group, which is responsible for providing financial advisors with customized investment strategies and tools that can be used to serve clients.

He remains current in his field by attending seminars and graduate level courses offered through professional societies and associations.

  • Ethan has been quoted in a variety of media outlets, including Wall Street Journal, SmartMoney.com, Financial Planning Magazine, and Investment News. He has made numerous appearances on FOX Business News and CNBC’s nationally televised financial segments, including The Call and Squawk on the Street.
  • Ethan is proud of being a Grand Rapids native; he enjoys actively participating in community endeavors and is currently a board member for the University of Michigan Metro Health Foundation, serves on the Grand Rapids Art Museum Corporate Partner Committee and is a board member of the U of M Club of Grand Rapids.

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

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. 2330 E. Paris Ave SE, Grand Rapids, MI 49546 | 616.975.4100

Meet The Rehmann Team

Start typing a name ...
Searching for "{{nameQuery}}"...
Start typing a experience ...
Searching for "{{experienceQuery}}"...
Start typing a location ...
Searching for "{{locationQuery}}"...
Or view a list of team members