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Frederick Schaard

Frederick Schaard

Fred Schaard | CFP® | Principal

Lansing, MI | 517.316.2400 | Email
Service Areas | Mergers and acquisitions, business venture consulting, alternative investment strategies/programs, high net worth individual strategic planning

Fred leverages vast business venture experience to guide clients through business start-up, growth and the selling phases. A successful entrepreneur himself, he is the managing partner of Avatar Movers-Portland, LLC, a franchised moving company located in Portland, Oregon. Additionally, he serves as a firm-wide resource for high net worth individuals and family office strategic planning.

Experience

Since joining Rehmann, Fred initiated the development of the firm’s wealth management division and implemented many of the processes and services that are in place today. He served as president of the wealth management division 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. Altogether, he has personally started over a dozen businesses resulting in successful sales. He has leveraged that experience to provide strategic growth counsel to numerous professional service firms.

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

  • Significantly involved in the community, Fred serves on the board of directors and finance committee for Sparrow Foundation; and he previously served on the board and finance committees for the Special Olympics of Michigan and Cristo Rey Community Center.
  • A thought leader in the industry, Fred has been quoted in numerous financial publications including Accounting Today, Investment News, Wall Street Journal and Barron’s.
  • Throughout his career, Fred has helped guide various organizations through successful business sales by serving on their advisory board.

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. 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. 4086 Legacy Parkway, Lansing, MI 48911 | 517.316.2400

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