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Skyler R Weinand

REGAN CAPITAL, LLC·DALLAS, Texas
Series 7, Series 63CFAClean record14 years registeredREGAN CAPITAL, LLC
300 CRESCENT COURT, DALLAS, TX 75201CRD# 5378717Firm CRD# 158294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Skyler R Weinand · DALLAS, TX
Registration
CRD #5378717 · REGAN CAPITAL, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

REGAN CAPITAL
Sep 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · September 2, 2011
Years registered · 14
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REGAN CAPITAL, LLC
CRD 158294 · SEC 801-79546
AUM
$1.2B
Regulatory assets under management
Employees
18
44 client accounts
Services offered by REGAN CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at REGAN CAPITAL, LLC →
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Frequently Asked Questions

What services does Skyler R Weinand offer?
Skyler R Weinand specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Skyler R Weinand's credentials?
Skyler R Weinand holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Skyler R Weinand located?
Skyler R Weinand is based in DALLAS, Texas, working with REGAN CAPITAL, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Skyler R Weinand charge for services?
Skyler R Weinand's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REGAN CAPITAL, LLC?
REGAN CAPITAL, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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