Frederick Schaard

President, Rehmann Financial at Rehmann LLC

Frederick Schaard

Frederick Schaard

President, Rehmann Financial at Rehmann LLC

Biography

Fred is a principal with Rehmann and is based in the Lansing office. 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. 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.

Overview
Career Highlights

Avatar LLC
Rehmann Capital Advisory Group LLC

RelSci Relationships

302

Number of Awards

1

Relationships
RelSci Relationships are individuals Frederick Schaard likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Executive Officer at Rehmann Capital Advisory Group LLC

Relationship likelihood: Strong

Principal & Managing Director at Rehmann Capital Advisory Group LLC

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Chairman & Chief Executive Officer at Rehmann LLC

Relationship likelihood: Strong

Chief Financial Officer at Rehmann Capital Advisory Group LLC

Relationship likelihood: Strong

Chief Operations Officer at Rehmann Capital Advisory Group LLC

Relationship likelihood: Strong

Principal, Audit & Assurance at Rehmann Robson & Co.

Relationship likelihood: Strong

Southeast Regional Managing Principal at Rehmann LLC

Relationship likelihood: Strong

Director at Rehmann Capital Advisory Group LLC

Relationship likelihood: Strong

Director of Assurance at Rehmann LLC

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Director of Solutions at Rehmann LLC

Relationship likelihood: Strong

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Frederick Schaard
President, Rehmann Financial at Rehmann LLC
Education
Attendee

College for Financial Planning provides financial education and training to individuals through comprehensive programs.

Bachelor's in Marketing & Finance

Michigan State University (MSU) is a public research university located in East Lansing, Michigan, United States and is the first land-grant institution that was created to serve as a model for future land-grant colleges in the country under the 1862 Morrill Act. Michigan State has been labeled one of the "Public Ivies," a publicly funded university considered as providing a quality of education comparable to those of the Ivy League. Following the introduction of the Morrill Act, the college became coeducational and expanded its curriculum beyond agriculture. Today, MSU is the ninth-largest university in the United States, with 47,800 students and 2,954 faculty members.

Memberships
Member
Current

The Financial Industry Regulatory Authority, Inc. (FINRA) is the largest independent regulator of securities firms doing business with the public in the United States. Our core mission is to pursue investor protection and market integrity, and we carry it out by overseeing virtually every aspect of the brokerage industry. All told, FINRA oversees about 4,245 brokerage firms, about 162,230 branch offices and approximately 630,150 brokers. With approximately 3,400 employees, we are the first line of defense for investors—working in communities all across the nation.

Member
Current

The Securities Investor Protection Corporation either acts as trustee or works with an independent court-appointed trustee in a missing asset case to recover funds. The statute that created SIPC provides that customers of a failed brokerage firm receive all non-negotiable securities that are already registered in their names or in the process of being registered.Recovered funds are used to replenish SIPC's reserve in the event that the reserve is tapped in the early stages of a liquidation proceeding.

Career History
President, Rehmann Financial
Current

Rehmann LLC provides accounting and business consulting services. The firm provides services to manufacturing, government, nonprofit, wholesale and distribution, real estate, healthcare and financial institutions. The company was founded in 1941 and is headquartered in Troy, MI.

Managing Partner
Tenure Unconfirmed
President
2003 - Prior

Rehmann Capital Advisory Group (RCAG) utilizes a multi-disciplinary team approach that addresses each client's financial, tax, estate, and risk management planning needs. They consider each client's investment objectives, risk tolerance, investment time horizon, account restrictions, and overall financial situation.Some of RCAG's advisors manage their own portfolios. Based on the client's investment objectives, the advisor either constructs a customized portfolio for the client or uses one of the models they have constructed and manage. Portfolios may consist of mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts, and/or other investments.RCAG's in-house investment team constructs and monitors managed asset allocation models for their advisors. These models are diversified across various investment styles and strategies. Portfolios typically consist of mutual funds, ETFs, equities, options, and/or debt securities.Some of the programs RCAG offer use the services of third party money managers as sub-advisors. Through their relationship with Royal Alliances, RCAG can provide access to several programs under their Wealth Management Platform. The three platforms include: the Advisor Managed Portfolios Program (AMPP), the Model Portfolios Program (MPP) and the SMA and UMA Account Program.The AMPP provides comprehensive investment management of assets through the application of asset allocation planning software, as well as execution, clearing and custodial services through Pershing LLC. AMPP provides risk tolerance assessment, efficient frontier plotting, fund profiling and performance data, and portfolio optimization and re-balancing tools. Portfolios consist of mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts and other investments.The MPP offers clients managed asset allocation models of mutual funds, ETFs, or a combination of these, diversified across investment styles and strategies. The asset allocation models are constructed by program managers such as Russell Investment Management Co., SEI Investments Management Corp. and Morningstar Associates LLC.The SMA and UMA Account Program (WMAP) provides clients the opportunity to invest assets across multiple investment strategies and asset classes by implementing an asset allocation strategy. RCAG presents the client with a WMAP asset allocation model which consists of: third party money managers who manage the WMAP account according to a particular equity or fixed income model or strategy, or no-load mutual funds, ETFs, or any combination of these. WMAP investments are managed according to the selected WMAP Model. WMAP investments are held within a separately managed account or a series of separately managed accounts or in one, unified managed account.

Awards & Honors
CFP (Certified Financial Planner)
Other Affiliations

Frederick Schaard is affiliated with Rehmann LLC, Avatar LLC, Rehmann Capital Advisory Group LLC

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