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Luke Terry

Investment Adviser Representative at REHMANN WEALTH

Lansing, MICRD #4002258Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
15 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 15 states
ArizonaFloridaIllinoisIndianaIowaMichiganMinnesotaNevadaNew MexicoNew YorkNorth CarolinaOregonPennsylvaniaTennesseeTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/10/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 9/24/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 10/25/1999
Series 7
General Securities Representative Examination
Passed 9/15/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Rehmann Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REHMANN WEALTHCurrent
4/23/2010Lansing, MI
ROYAL ALLIANCE ASSOCIATES, INC.
2/26/201012/31/2017Lansing, MI
TRIAD ADVISORS, INC.
7/30/20092/26/2010Lansing, MI
RAYMOND JAMES FINANCIAL SERVICES, INC.
8/6/20037/30/2009Lansing, MI
THE CHIMERA GROUP, LLC
11/11/20027/24/2003Chicago, IL
PETERS SECURITIES CO., LP
9/16/19996/26/2002Chicago, IL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Luke Terry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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