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Robert Morgan Regan

REGAN INVESTMENTS, INC.·GOLDEN VALLEY, Minnesota
Series 00, Series 1, Series 65Clean record8 years registeredREGAN INVESTMENTS, INC.
5500 WAYZATA BOULEVARD, GOLDEN VALLEY, MN 55416CRD# 372976Firm CRD# 121868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Morgan Regan · GOLDEN VALLEY, MN
Registration
CRD #372976 · REGAN INVESTMENTS, INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

REGAN INVESTMENTS, INC.
Mar 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 00
Series 1
Series 65
Registration record
First registered · March 27, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REGAN INVESTMENTS, INC.
CRD 121868 · SEC 801-70012
AUM
$58M
Regulatory assets under management
Employees
1
266 client accounts
Services offered by REGAN INVESTMENTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at REGAN INVESTMENTS, INC. →
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05

Frequently Asked Questions

What services does Robert Morgan Regan offer?
Robert Morgan Regan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GOLDEN VALLEY, Minnesota for a consultation.
What are Robert Morgan Regan's credentials?
Robert Morgan Regan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Morgan Regan located?
Robert Morgan Regan is based in GOLDEN VALLEY, Minnesota, working with REGAN INVESTMENTS, INC.. Their office serves clients in the GOLDEN VALLEY metropolitan area and surrounding communities.
How does Robert Morgan Regan charge for services?
Robert Morgan Regan's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: percentage of profits. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REGAN INVESTMENTS, INC.?
REGAN INVESTMENTS, INC. has approximately 1 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert M Regan
GOLDEN VALLEY, MN

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