Unclaimed Profile

Michael Regner Klein

PREMIER CAPITAL MANAGEMENT INC·OREM, Utah

Series 6, Series 7, Series 22, Series 24, Series 63, Series 65ChFC32 years registeredPREMIER CAPITAL MANAGEMENT INC

1145 S 800 E, OREM, UT 84097CRD# 2002978Firm CRD# 118785

Profile Verification

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

Identity

Michael Regner Klein · OREM, UT

Registration

CRD #2002978 · PREMIER CAPITAL MANAGEMENT INC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PREMIER CAPITAL MANAGEMENT INC

PREMIER CAPITAL MANAGEMENT INC

Jan 2015 – May 2025

PROVO, UT

PREMIER CAPITAL MANAGEMENT INC

Dec 2012 – Dec 2014

OREM, UT

PREMIER CAPITAL MANAGEMENT INC

Oct 2011 – Jul 2012

OREM, UT

PREMIER CAPITAL MANAGEMENT INC

Jul 1994 – Dec 2010

PROVO, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · July 6, 1994

Years registered · 32

Professional designation · ChFC

Disclosure History

1993Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

PREMIER CAPITAL MANAGEMENT INC

CRD 118785 · SEC 801-69876

AUM

$13M

Regulatory assets under management

Employees

152 client accounts

Services offered by PREMIER CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PREMIER CAPITAL MANAGEMENT INC →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OREM?

Browse all registered financial advisors in OREM, Utah or claim this profile if it's yours.

Browse OREM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Regner Klein offer?

Michael Regner Klein specializes in Financial Planning, Investment Management.

What are Michael Regner Klein's credentials?

Michael Regner Klein holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Regner Klein located?

Michael Regner Klein is based in OREM, Utah, last registered with PREMIER CAPITAL MANAGEMENT INC.

How does Michael Regner Klein charge for services?

Michael Regner Klein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREMIER CAPITAL MANAGEMENT INC?

PREMIER CAPITAL MANAGEMENT INC has approximately 1 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →