William Donald Blank
Investment Adviser Representative at Rehmann Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Donald Blank is an investment adviser representative with Rehmann Wealth in Troy, MI, where they have been registered since 2026. They have worked in the securities industry since 2016 and have been registered with 5 firms, including LPL Financial LLC and Equitable Advisors, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 99 (operations professional). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
1 state or territory
Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Consulting GroupFeb 2012 – Jun 2022Troy, MI
- AXA Advisors, LLCMay 2015 – Jun 2019New York, NY
- Kestra Investment Services, LLCJun 2019 – Jun 2022Royal Oak, MI
- Kestra Advisory Services, LLCJun 2019 – Jun 2022Royal Oak, MI
- Kestra Financial GroupJun 2019 – Jun 2022Royal Oak, MI
- Equitable Advisors LLCJul 2022 – Jan 2023New York, NY
- LPL Financial LLCApr 2023 – Apr 2026Rochester Hills, MI
- UnemployedJan 2023 – Apr 2023Rochester Hills, MI
- Rehmann WealthApr 2026 – no end date reportedLansing, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Rehmann Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management services including Private Client Advisory, Estate and Legacy Planning, Investment Planning, Rehmann Trust Services, Income and Cashflow Planning, Retirement Planning, Education Planning, Institutional Retirement Plan Services, and Risk Management and Insurance; also Audit and Assurance, Consulting, Client Accounting and Advisory Solutions, Tax, and Technology Services.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 41
- Offices listed on AdvisorFinder:
- 13
- Main office:
- Lansing, MI
- SEC file number:
- 801-64587
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 2, 2026
View full firm profileOther advisors at Rehmann Wealth
Showing 12 of 41 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Donald Blank 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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