Skip to content
Joan Payne, portrait

Joan Payne

Chief Financial Officer at Rehmann Capital Advisory Group

Firm officerUpdated

Joan Payne has been Chief Financial Officer of Rehmann Capital Advisory Group, LLC, a Lansing, MI investment adviser managing $5.27B, since January 2009.

17
Years in role
$5.27B
Firm AUM
2,549
Firm clients
39
Firm advisers

From Form ADV filed 2 September 2026Form ADV

Career

Joan Payne is a control person of Rehmann Capital Advisory Group and directly owns under 5% of it. Joan Payne holds a BS in business administration with majors in Accounting and Management Information Systems from Central Michigan University.

Rehmann Capital Advisory Group is an investment adviser based in Lansing, MI, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $5.27 billion, as filed on 2 September 2026. Its fees, ownership and offices are on the firm’s profile.

Joan E. Payne is Chief Financial Officer of Rehmann and is located in the Saginaw office. She joined Rehmann in 2002. Before joining Rehmann, she was controller at Covenant Healthcare, where she was responsible for financial statement and statistical reporting, budgeting, forecasting, cash-management and financial activities.

Credentials

Professional designations

Listed by Rehmann Capital Advisory Group

  • CPA
  • CGMA

Key facts

CRD
5654678
Role
Chief Financial Officer
In role since
January 2009 · 17 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Lansing, MI
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
rehmann.com

Common questions

Where does Joan Payne work?

Joan Payne has been Chief Financial Officer of Rehmann Capital Advisory Group, LLC since January 2009, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 2 September 2026

How can I verify Joan Payne’s record?

Joan Payne’s role is listed on Rehmann Capital Advisory Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 123047.

Source: Form ADV, Schedule A, filed 2 September 2026

Leadership at Rehmann Capital Advisory Group

Sources

  1. IAPD individual lookup, CRD 5654678, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Rehmann Capital Advisory Group, LLC, filed 2 September 2026. Title, control and ownership bands.
  3. Rehmann Capital Advisory Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.