Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our team is built around the core philosophy that we must block out the noise and focus on the long term. We refer to our approach as the 26.2 Method because much like a marathon runner stays focused on the long term we take that same approach with our clients.
Our philosophy is built around three areas that guide our interactions with clients
We provide comprehensive financial planning in the context of a long-term relationship with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where I can help you achieve your financial and lifestyle goals.
Morgan Stanley Smith Barney LLC. Member SIPC.
Having developed an interest in the financial markets at a young age, Ted Rehmann long ago decided to pursue a career in that field. Since starting his career in 1986, much in the industry has changed but the responsibility of helping clients meet their financial goals and objectives remains the primary focus.
In July of 2011, my son, Financial Advisor Andrew Rehmann joined Morgan Stanley, and we formed the Rehmann Group.
By meeting with clients on a regular basis, we better understand their needs and concerns, both in the short term, as well as the long term. Over the years, we have developed and refined our 26.2 method, which helps keep us on pace for the long term, but doesn’t neglect the short to intermediate term either.
Ted has completed the Wealth Advisor Program through Morgan Stanley and hold a Series 7, 63, and 65 license. He also holds a life insurance, and accident and health license. Ted also adheres to a professional code of ethics, and he fulfills annual continuing education.
Ted was born in Des Moines, Iowa and moved to Omaha when he was eight. He is proud to call Omaha home. He holds a Bachelor’s Degree from the University of Nebraska – Lincoln, with a major in finance. His strong interest in the financial workers can be traced back through three generations.
Personal Information
Ted and his wife, Ginger, reside in Omaha and are active in various service groups and clubs. Proud parents of two boys, Andrew and JR. Ted also enjoys getting the opportunity to work professionally with Andrew.
Ted enjoys many hobbies including golf, Bluejay Basketball, Nebraska Football, home projects, travel, but most important is spending time with his 5 grand kids.
Securities Agent: AR, AZ, CA, CO, FL, HI, IA, IL, KS, MD, MN, MO, NE, NV, PA, SD, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative
NMLS#:
1265168
With a strong desire to help people achieve and maintain their financial independence, Financial Advisor Andrew Rehmann joined The Rehmann Group at Morgan Stanley in 2011. A primary focus of The Rehmann Groups clients is a desire to know that their needs will be met and any possible gaps navigated as they focus on their life goals, both short and long term.
The 26.2 Method developed and refined by The Rehmann Group is designed to address those client concerns – the critical financial events that occur as life unfolds. By focusing on a consistent philosophy, we can help keep clients on track and focused on the road in front of them.
Andrew is a CERTIFIED FINANANCIAL PLANNER™ professional, so you can be sure that he provides professional financial planning services. To earn the CFP® certification, Andrew had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Andrew also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
He was born and raised in Omaha, Nebraska. Andrew holds a Bachelor’s degree in Finance with a minor in Economics from the University of Nebraska – Lincoln. Growing up surrounded by financial markets only helped increase the interest of investing in the markets, and the long term picture. That background along with his analytical nature has helped shape the philosophy, planning strategies, and process used.
Personal Information
Andrew and his wife, Bethany, live in Wahoo, and enjoy the area and the community aspect of living in a small town. Andrew and Bethany have three children, Isaiah, Emma, and Theo.
Andrew enjoys working on various projects around the house, taking family vacations, and of course Nebraska Football. Andrew currently serves on the board for the Wahoo Youth Sports Association, and enjoys coaching when possible.
Securities Agent: AR, AZ, CA, CO, FL, HI, IA, IL, KS, MD, MN, MO, NE, NV, PA, SD, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative
NMLS#:
1265237
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Ready to start a conversation? Contact The Rehmann Group today.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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