FINRA's BrokerCheck

Avery Hasenauer

Avery Hasenauer

Avery Hasenauer | CFP®, AIF® | Advisor

Ann Arbor, MI | 734.302.4106 | Email
Service Areas | Comprehensive financial planning, investment analysis and portfolio design, risk management, qualified and non-qualified retirement plans

Avery develops creative strategies that help clients work toward success, integrating wealth management, financial planning, and retirement planning 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.

Experience

Avery began his financial services career in 2015 and has supported business owners, high net worth individuals and their families. He has extensive knowledge of investment strategy and retirement plan education, and the many facets of qualified and non-qualified retirement plans.

Avery achieved the CFP® certification from the Certified Financial Planner Board of Standards and the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies. He holds Series 7, 66, variable life and variable annuity licenses.

Avery is committed to continuously growing in his education and knowledge of the industry. He regularly takes additional classes and attends industry functions to further his registrations and credentials.

  • A strong supporter of education, Avery has been a guest lecturer for financial planning and wealth management classes at Cornell University and University of Michigan’s School of Dentistry.
  • A passionate member of his community, Avery volunteers by coaching youth and high school wrestling.

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. Insurance services offered through Rehmann Insurance Group. 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. 555 Briarwood Cir., Ste. 300, Ann Arbor, MI 48108 | 734.761.2005

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