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Timothy Allen Regan

PRAIRIEVIEW WEALTH PARTNERS, LLC·ORLAND PARK, Illinois
Unclaimed Profile
18331 DISTINCTIVE PARK DRIVE, ORLAND PARK, IL 60467CRD# 2812034Firm CRD# 327974
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About

Timothy Allen Regan is a registered financial advisor based in ORLAND PARK, Illinois, affiliated with PRAIRIEVIEW WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
PRAIRIEVIEW WEALTH PARTNERS, LLC
PRAIRIEVIEW WEALTH PARTNERS, LLC
AUM
$135M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PRAIRIEVIEW WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2812034
Firm CRD# 327974
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Allen Regan offer?
Timothy Allen Regan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLAND PARK, Illinois for a consultation.
What are Timothy Allen Regan's credentials?
Timothy Allen Regan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Allen Regan located?
Timothy Allen Regan is based in ORLAND PARK, Illinois, working with PRAIRIEVIEW WEALTH PARTNERS, LLC. Their office serves clients in the ORLAND PARK metropolitan area and surrounding communities.
How does Timothy Allen Regan charge for services?
Timothy Allen Regan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRAIRIEVIEW WEALTH PARTNERS, LLC?
PRAIRIEVIEW WEALTH PARTNERS, LLC has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ORLAND PARK
Thomas Edwin King — STRATEGIC INVESTMENT SOLUTIONS, INC.Sam Ogrizovich — INVESTMENT CENTER, INC.Jane Cain Ogrizovich — INVESTMENT CENTER, INC.Gary Ralph Bertacchi — TRIEX FINANCIAL SERVICES, INC.Robert Michael Byrns — STRATEGIC INVESTMENT SOLUTIONS, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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