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Robert Morgan Regan

REGAN INVESTMENTS, INC.·GOLDEN VALLEY, Minnesota
Clean recordREGAN 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Morgan Regan is a registered financial advisor based in GOLDEN VALLEY, Minnesota, affiliated with REGAN INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
REGAN INVESTMENTS, INC.
REGAN INVESTMENTS, INC.
AUM
$58M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at REGAN INVESTMENTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PERCENTAGE OF PROFITS
Regulatory
SEC/IARD CRD# 372976
Firm CRD# 121868
View on FINRA BrokerCheck →

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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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Other Advisors at REGAN INVESTMENTS, INC.

Cynthia Regan Smith
GOLDEN VALLEY, MN
Robert M Regan
GOLDEN VALLEY, MN

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