Unclaimed Profile

Robert M Regan

REGAN INVESTMENTS, INC.·GOLDEN VALLEY, Minnesota

Clean recordREGAN INVESTMENTS, INC.

5500 WAYZATA BOULEVARD, GOLDEN VALLEY, MN 55416CRD# 4339405Firm CRD# 121868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert M Regan · GOLDEN VALLEY, MN

Registration

CRD #4339405 · REGAN INVESTMENTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert M 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

REGAN INVESTMENTS, INC.

AUM

$58M

Regulatory assets under management

Employees

Total firm employees

View all advisors at REGAN INVESTMENTS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Other: PERCENTAGE OF PROFITS

Regulatory

SEC/IARD CRD# 4339405

Firm CRD# 121868

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert M Regan offer?

Robert M Regan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GOLDEN VALLEY, Minnesota for a consultation.

What are Robert M Regan's credentials?

Robert M Regan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert M Regan located?

Robert M 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 M Regan charge for services?

Robert M 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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