Kris Burak

Current Role

Kris develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan 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.

Service Areas

• Comprehensive financial planning
• Investment analysis and portfolio design
• Fixed income management
• Qualified retirement plan consulting

Experience

Kris began his financial services career in 2003 and has supported high net worth individuals and their families, healthcare professionals, business owners and non-for-profit organizations. He has extensive knowledge of fixed income and wealth management services.

Prior to joining Rehmann in 2007, Kris was the director of agency and municipal markets at Cambridge Group Investments.

Kris holds his Series 7, 63 and 65 securities registrations and life, variable annuity, and accident and health insurance licenses.

Kris keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.

A Closer Look

• Kris serves as a fixed income specialist, frequently assisting advisors and clients throughout the firm with related matters.
• As a thought leader in the industry, Kris has been featured in articles in Trust & Estates magazine, WSJOnline.com, CBSMarketWatch.com and Kiplinger.
• Prior to entering the financial services industry, Kris was a golf professional at Walnut Hills Country Club in East Lansing, Michigan.
• Kris graduated with honors from Grand Valley State University.
• Active in the community, Kris is part of the Sparrow Foundations and The Army of Survivors board of directors.

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 Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 4086 Legacy Parkway, Lansing, MI 48911 | 517.316.2400