Lori Hannemann has been an investment adviser representative at Clear Ridge Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners. Lori Hannemann holds a Bachelor's degree in Accounting from Michigan State University and an MBA from Michigan State University.
Clear Ridge Wealth Management, LLC is a Kalamazoo, MI firm with $245M under management, 132 clients and 3 advisers in one office, as of its March 2026 filing.
Lori Hannemann is Client Service Manager of Clear Ridge Wealth Management and has served in that role since 2016. She previously worked as a Certified Public Accountant for PriceWaterhouse Coopers in Chicago, Illinois and for Pfizer Corp. in Kalamazoo, MI. She has held volunteer leadership positions at Portage Public Schools, the Greater Kalamazoo Skating Association and West Portage Little League.
- – present · 1 yearKalamazoo, MI · Adviser representative · Firm CRD 172689
Investment adviser representative registrations
Lori Hannemann is registered as an investment adviser representative in Michigan, since October 2025.
- MichiganSince 17 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lori Jean Hannemann
- CRD
- 8168817
- Firm
- Clear Ridge Wealth Management · CRD 172689
- Office
- 259 E. MICHIGAN AVENUE, SUITE 105, Kalamazoo, MI 49007
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clearridgewm.com
Where does Lori Hannemann work?
Lori Hannemann is an investment adviser representative registered through Clear Ridge Wealth Management, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Lori Hannemann a financial advisor?
Yes. Lori Hannemann has a current investment-adviser registration in Michigan, through Clear Ridge Wealth Management since October 2025.
How many years of experience does Lori Hannemann have?
Lori Hannemann has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Lori Hannemann passed?
Lori Hannemann passed the Series 65 in October 2025.
Where is Lori Hannemann based?
Lori Hannemann’s registered office is in Kalamazoo, MI.
Is Lori Hannemann registered with FINRA?
No. Lori Hannemann has no current broker registration.
How can I verify Lori Hannemann’s record?
Search CRD 8168817 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lori Hannemann’s full registration record.
