Regal Investment Advisors
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Regal Investment Advisors Employees
Employee
Years
Job
Industry
Brandon L. Rivera Brandon L. Rivera's Regal Investment Advisors Experience December 2013 - Present
Job CoFounder & Financial Planner at Strategy Wealth Management
Industry Investment Management
Experience
Strategy Wealth Management 2012 - Present
Regal Investment Advisors December 2013 - Present
Kingdom Advisors May 2015 - Present
Independent 2003 - Present
Skills
Comprehensive Financial..., Stewardship in Action, Life Planning, Retirement Planning, Investment Advisory, Planned Giving, Private Foundations, Partner Buyout, Financial Advisory, Portfolio Management, Buy/Sell Agreements, Business Continuity..., Income Planning, Social Security..., Risk Management, Incentive stock options, Section 83(b), Life Insurance, Estate Planning, Investment Advisory for..., Financial Education..., 401k management, Premium Financing, Social Security Planning, Wealth Management, Physician Contract..., Defined Benefit Plan..., Executive Benefits, Profit Sharing Plans, 401k, Wealth, Investment Strategies, BRI
Education
University of California, Los Angeles
Master Financial Engineering - Expected, Personal Financial Planning
University
Bachelor of Science (B.S.), Business
Strategy Wealth Management 2012 - Present
Regal Investment Advisors December 2013 - Present
Kingdom Advisors May 2015 - Present
Independent 2003 - Present
Skills
Comprehensive Financial..., Stewardship in Action, Life Planning, Retirement Planning, Investment Advisory, Planned Giving, Private Foundations, Partner Buyout, Financial Advisory, Portfolio Management, Buy/Sell Agreements, Business Continuity..., Income Planning, Social Security..., Risk Management, Incentive stock options, Section 83(b), Life Insurance, Estate Planning, Investment Advisory for..., Financial Education..., 401k management, Premium Financing, Social Security Planning, Wealth Management, Physician Contract..., Defined Benefit Plan..., Executive Benefits, Profit Sharing Plans, 401k, Wealth, Investment Strategies, BRI
Education
University of California, Los Angeles
Master Financial Engineering - Expected, Personal Financial Planning
University
Bachelor of Science (B.S.), Business
Rick Kinney Rick Kinney's Regal Investment Advisors Experience August 2011 - Present
Job Owner Kinney Retirement Srategies
Industry Financial Services
Experience
Regal Investment Advisors August 2011 - Present
Kinney Retirement Strategies August 2007 - Present
Monumental Life Insurance September 1982 - August 2003
Skills
Retirement Planning, Retirement, Wealth Management..., Insurance, Investment Advisory, Investment Strategies, Series 65 & 63, Annuities, Medicare Planning, Social Security Planning, Social Security, Investments, Investment Advisory..., Estate Planning, Wealth Management, 401k, IRAs
Education
Georgia Southern University 1975 — 1980
BA, History/ Religious Studies
Regal Investment Advisors August 2011 - Present
Kinney Retirement Strategies August 2007 - Present
Monumental Life Insurance September 1982 - August 2003
Skills
Retirement Planning, Retirement, Wealth Management..., Insurance, Investment Advisory, Investment Strategies, Series 65 & 63, Annuities, Medicare Planning, Social Security Planning, Social Security, Investments, Investment Advisory..., Estate Planning, Wealth Management, 401k, IRAs
Education
Georgia Southern University 1975 — 1980
BA, History/ Religious Studies
Jeremy D. Bryant Jeremy D. Bryant's Regal Investment Advisors Experience August 2014 - Present
Job Investment Advisor Representative at Bright Owl Investment Advisors
Industry Financial Services
Experience
Regal Investment Advisors August 2014 - Present
Legacy First Financial Group, LLC January 2011 - Present
American Financial Education Alliance June 2011 - Present
Bright Owl Investment Advisors July 2014 - August 2014
Redhawk Wealth Advisors December 2011 - July 2014
Bankers Life and Casualty October 2001 - January 2011
Skills
Fixed Annuities, Investments, Retirement, Financial Planning, Adult Education, Tax Free Planning, Risk Managed Investing, Retirement Planning, Medicare, Strategic Planning, Disability Insurance, Health Insurance, Long-term Care, Insurance, Employee Benefits, Sales, Life Insurance, 401k, Underwriting, Leadership, Sales Management
Education
Saint Anselm College 1997 — 2001
Bachelor of Arts (BA), Biology, General, Magna Cum Laude
Regal Investment Advisors August 2014 - Present
Legacy First Financial Group, LLC January 2011 - Present
American Financial Education Alliance June 2011 - Present
Bright Owl Investment Advisors July 2014 - August 2014
Redhawk Wealth Advisors December 2011 - July 2014
Bankers Life and Casualty October 2001 - January 2011
Skills
Fixed Annuities, Investments, Retirement, Financial Planning, Adult Education, Tax Free Planning, Risk Managed Investing, Retirement Planning, Medicare, Strategic Planning, Disability Insurance, Health Insurance, Long-term Care, Insurance, Employee Benefits, Sales, Life Insurance, 401k, Underwriting, Leadership, Sales Management
Education
Saint Anselm College 1997 — 2001
Bachelor of Arts (BA), Biology, General, Magna Cum Laude
Brent Rhoads Brent Rhoads's Regal Investment Advisors Experience July 2011 - Present
Job Investment Advisor Representative at Regal Investment Advisors
Industry Financial Services
Experience
Regal Investment Advisors July 2011 - Present
Regal Investment AdvisorsO July 2011 - Present
Capital Asset Advisory Services January 2006 - June 2011
AIG/ American General September 1995 - December 2005
Skills
Strategic Financial..., Asset Management, Life Insurance Planning..., Investments, Small Business, Retirement Planning, Retirement, Investment Advisory, Wealth Management, Fixed Annuities, Asset Allocation, Mutual Funds, Investment Strategies, Estate Planning, 401k, Series 63
Education
Oakland University 1985 — 1986
Business/Managerial Economics
Regal Investment Advisors July 2011 - Present
Regal Investment AdvisorsO July 2011 - Present
Capital Asset Advisory Services January 2006 - June 2011
AIG/ American General September 1995 - December 2005
Skills
Strategic Financial..., Asset Management, Life Insurance Planning..., Investments, Small Business, Retirement Planning, Retirement, Investment Advisory, Wealth Management, Fixed Annuities, Asset Allocation, Mutual Funds, Investment Strategies, Estate Planning, 401k, Series 63
Education
Oakland University 1985 — 1986
Business/Managerial Economics
Larry Taunt Larry Taunt's Regal Investment Advisors Experience January 2012 - Present
Job Regal Investment Advisors
Industry Financial Services
Experience
Regal Investment Advisors January 2012 - Present
Regulus Advisors LLC February 2010 - Present
Regal Financial Group June 2012 - Present
American Portfolios Financial Services February 2010 - December 2014
Regal Investment Advisors LLC June 2003 - June 2012
Regal Financial Group January 2000 - June 2012
Sagepoint Advisors July 2000 - February 2010
SunAmerica Securities, Inc. July 2000 - March 2009
John Hancock Financial Services August 1995 - January 2000
Sun Life Financial 1987 - 1995
Skills
Investment Advisory, Securities, Investments, Mutual Funds, Financial Advisory, Financial Services, FINRA, Strategy, Finance, Management, SEC, Retirement Planning, Wealth Management, Marketing, Strategic Financial...
Education
Michigan State University - The Eli Broad Graduate School of Management 1978 — 1982
Bachelor of Arts, Business Administration, Economics
Brother Rice HS 1974 — 1978
Regal Investment Advisors January 2012 - Present
Regulus Advisors LLC February 2010 - Present
Regal Financial Group June 2012 - Present
American Portfolios Financial Services February 2010 - December 2014
Regal Investment Advisors LLC June 2003 - June 2012
Regal Financial Group January 2000 - June 2012
Sagepoint Advisors July 2000 - February 2010
SunAmerica Securities, Inc. July 2000 - March 2009
John Hancock Financial Services August 1995 - January 2000
Sun Life Financial 1987 - 1995
Skills
Investment Advisory, Securities, Investments, Mutual Funds, Financial Advisory, Financial Services, FINRA, Strategy, Finance, Management, SEC, Retirement Planning, Wealth Management, Marketing, Strategic Financial...
Education
Michigan State University - The Eli Broad Graduate School of Management 1978 — 1982
Bachelor of Arts, Business Administration, Economics
Brother Rice HS 1974 — 1978
Jennifer M. Forrest's Regal Investment Advisors Experience February 2010 - April 2012
Job Sr. Registered Client Service Associate, Spartans Girls 16u Travel Hockey Manager
Industry Financial Services
Experience
Regal Investment Advisors February 2010 - April 2012
Triple Js Sports, LLC April 2006 - April 2012
Raymond James June 2000 - March 2010
Prudential Securities September 1990 - January 2000
Skills
Event Planning, Team Management, Team Leadership, Team Building, Organizational..., Customer Service, Series 7, Series 63, Project Management, Operations Management, Event Management, Risk Management, Retail Sales, Retail Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, CRM, Critical Thinking, Marketing Communications, Problem Solving, Heat Transfer, Office Administration, Front Office, Accounts Receivable, Small Business, Coordinating Events, Live Meeting, Administrative..., Asset Managment, Employee Benefits, Entrepreneurship, Hospitality, Social Networking, PowerPoint, Trading, Financial Analysis, Strategic Financial..., Travel Planning, Virtual Assistance, Sales, Retirement Planning, 401k, Investment Advisory, Series 65, 401k Rollovers, Social Media Marketing
Education
Lake Superior State University
Regal Investment Advisors February 2010 - April 2012
Triple Js Sports, LLC April 2006 - April 2012
Raymond James June 2000 - March 2010
Prudential Securities September 1990 - January 2000
Skills
Event Planning, Team Management, Team Leadership, Team Building, Organizational..., Customer Service, Series 7, Series 63, Project Management, Operations Management, Event Management, Risk Management, Retail Sales, Retail Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, CRM, Critical Thinking, Marketing Communications, Problem Solving, Heat Transfer, Office Administration, Front Office, Accounts Receivable, Small Business, Coordinating Events, Live Meeting, Administrative..., Asset Managment, Employee Benefits, Entrepreneurship, Hospitality, Social Networking, PowerPoint, Trading, Financial Analysis, Strategic Financial..., Travel Planning, Virtual Assistance, Sales, Retirement Planning, 401k, Investment Advisory, Series 65, 401k Rollovers, Social Media Marketing
Education
Lake Superior State University
Edna Haden, CFP® Edna Haden, CFP®'s Regal Investment Advisors Experience November 2013 - Present
Job Business Quality Leader at ANGUS Chemical Company
Industry Chemicals
Experience
ANGUS Chemical Company June 2015 - Present
Regal Investment Advisors November 2013 - Present
Haden Financial Services, LLC November 2005 - Present
Cambridge Legacy Group 2007 - 2013
ANGUS Chemical Company January 1989 - November 2005
Dow Chemical 1999 - 2005
Education
Mississippi State University 1985 — 1988
Bachelor of Science (BS), Chemical Engineering
ANGUS Chemical Company June 2015 - Present
Regal Investment Advisors November 2013 - Present
Haden Financial Services, LLC November 2005 - Present
Cambridge Legacy Group 2007 - 2013
ANGUS Chemical Company January 1989 - November 2005
Dow Chemical 1999 - 2005
Education
Mississippi State University 1985 — 1988
Bachelor of Science (BS), Chemical Engineering
Molly De Wald Molly De Wald's Regal Investment Advisors Experience June 2015 - Present
Job Marketing Services Associate at Regal Investment Advisors/Regal Financial Group
Industry Marketing and Advertising
Experience
Regal Investment Advisors June 2015 - Present
Lake Michigan Credit Union October 2014 - March 2015
State Farm July 2014 - October 2014
Kalamazoo College April 2011 - December 2013
Amy Zane Jewelry November 2012 - March 2013
McDonald Hopkins LLC June 2012 - August 2012
Great Lakes Aquatics September 2011 - December 2011
Skills
Marketing, Coaching, Leadership, Teaching, Sales, Microsoft Excel, Event Planning, Facebook, PowerPoint, Public Speaking, Social Media, Teamwork, Time Management
Education
Kalamazoo College 2010 — 2014
BA, Human Development Social Relations (HDSR), Business
Grosse Pointe South High School 2006 — 2010
Regal Investment Advisors June 2015 - Present
Lake Michigan Credit Union October 2014 - March 2015
State Farm July 2014 - October 2014
Kalamazoo College April 2011 - December 2013
Amy Zane Jewelry November 2012 - March 2013
McDonald Hopkins LLC June 2012 - August 2012
Great Lakes Aquatics September 2011 - December 2011
Skills
Marketing, Coaching, Leadership, Teaching, Sales, Microsoft Excel, Event Planning, Facebook, PowerPoint, Public Speaking, Social Media, Teamwork, Time Management
Education
Kalamazoo College 2010 — 2014
BA, Human Development Social Relations (HDSR), Business
Grosse Pointe South High School 2006 — 2010
Dan Eisenhauer Dan Eisenhauer's Regal Investment Advisors Experience January 2014 - Present
Job Investment Advisor Representative at Regal Investment Advisors
Industry Investment Management
Experience
Regal Investment Advisors January 2014 - Present
Eagle Financial Solutions 2010 - December 2013
Vista Park Capital May 2007 - July 2010
AT&T November 1999 - April 2007
Skills
Finance, Strategic Planning, Strategic Financial..., Leadership, Wealth Management, Financial Services, Asset Allocation, Valuation, Insurance
Education
Bowling Green State University 1985 — 1992
Regal Investment Advisors January 2014 - Present
Eagle Financial Solutions 2010 - December 2013
Vista Park Capital May 2007 - July 2010
AT&T November 1999 - April 2007
Skills
Finance, Strategic Planning, Strategic Financial..., Leadership, Wealth Management, Financial Services, Asset Allocation, Valuation, Insurance
Education
Bowling Green State University 1985 — 1992
Don Carlson Don Carlson's Regal Investment Advisors Experience July 2010 - Present
Job Partner | Executive Vice President at Regal Financial Group
Industry Financial Services
Experience
Regal Financial Group January 2003 - Present
Regal Investment Advisors July 2010 - Present
Regulus Advisors July 2010 - Present
GEM Network May 2014 - Present
Education
Lake Superior State University 1992 — 1997
BS, Business
Regal Financial Group January 2003 - Present
Regal Investment Advisors July 2010 - Present
Regulus Advisors July 2010 - Present
GEM Network May 2014 - Present
Education
Lake Superior State University 1992 — 1997
BS, Business
Kayleigh Kavanagh Kayleigh Kavanagh's Regal Investment Advisors Experience March 2015 - June 2015
Job Administrative Assistant at OtterBase
Industry Public Relations and Communications
Experience
OtterBase June 2015 - Present
Regal Investment Advisors March 2015 - June 2015
The Reynolds and Reynolds Company September 2014 - January 2015
United Way of the Greater Dayton Area August 2013 - December 2013
Livonia Parks and Recreation May 2013 - August 2013
Comfort Keepers August 2012 - May 2013
University of Dayton August 2010 - October 2012
Private Family May 2012 - August 2012
Skills
Leadership, Microsoft Office, PowerPoint, Teamwork, Customer Service, Public Speaking, Italian languages, Spanish-speaking, Team-oriented, WordPress, Tumblr, Blogger, Spanish, Dreamweaver, Adobe Illustrator and..., Photoshop
Education
University of Dayton 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies and Public Relations, Minor Political Science
Mercy High School 2006 — 2010
OtterBase June 2015 - Present
Regal Investment Advisors March 2015 - June 2015
The Reynolds and Reynolds Company September 2014 - January 2015
United Way of the Greater Dayton Area August 2013 - December 2013
Livonia Parks and Recreation May 2013 - August 2013
Comfort Keepers August 2012 - May 2013
University of Dayton August 2010 - October 2012
Private Family May 2012 - August 2012
Skills
Leadership, Microsoft Office, PowerPoint, Teamwork, Customer Service, Public Speaking, Italian languages, Spanish-speaking, Team-oriented, WordPress, Tumblr, Blogger, Spanish, Dreamweaver, Adobe Illustrator and..., Photoshop
Education
University of Dayton 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies and Public Relations, Minor Political Science
Mercy High School 2006 — 2010
Peter Wargo's Regal Investment Advisors Experience January 2015 - April 2015
Job Student at Grand Valley State University
Industry Financial Services
Experience
Osiwala Financial Group, A Wealth Management Firm May 2015 - Present
Regal Investment Advisors January 2015 - April 2015
Grand Valley State University August 2011 - April 2015
Grand Valley State University August 2012 - December 2014
Osiwala Financial Group June 2013 - August 2013
Reliance Installations May 2012 - August 2012
Skills
Microsoft Excel, Leadership, Teamwork, Microsoft Word, Academic Tutoring, Time Management, Organization, Social Media, Finance, Critical Thinking, Social Networking, Event Planning
Education
Grand Valley State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Adlai E. Stevenson High School 2008 — 2011
Osiwala Financial Group, A Wealth Management Firm May 2015 - Present
Regal Investment Advisors January 2015 - April 2015
Grand Valley State University August 2011 - April 2015
Grand Valley State University August 2012 - December 2014
Osiwala Financial Group June 2013 - August 2013
Reliance Installations May 2012 - August 2012
Skills
Microsoft Excel, Leadership, Teamwork, Microsoft Word, Academic Tutoring, Time Management, Organization, Social Media, Finance, Critical Thinking, Social Networking, Event Planning
Education
Grand Valley State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Adlai E. Stevenson High School 2008 — 2011
Kyle Wollet's Regal Investment Advisors Experience September 2013 - May 2014
Job Graybar Tampa
Industry Wholesale
Experience
Graybar April 2015 - Present
Regal Financial Group May 2014 - April 2015
Regal Investment Advisors September 2013 - May 2014
Prestige Enterprise May 2013 - August 2013
Classic Lawn Care May 2011 - August 2012
Skills
Finance, Marketing, Teamwork, Team Leadership, Direct Marketing, Investment Advisory, Team-oriented, Social Media, Business Development, Business Analysis, Business Planning, Financial Analysis, Operations Management, Account Management, Investments
Education
Hope College 2011 — 2014
Bachelor of Arts (BA), Business Administration and Management, General
Miami University 2010 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
Graybar April 2015 - Present
Regal Financial Group May 2014 - April 2015
Regal Investment Advisors September 2013 - May 2014
Prestige Enterprise May 2013 - August 2013
Classic Lawn Care May 2011 - August 2012
Skills
Finance, Marketing, Teamwork, Team Leadership, Direct Marketing, Investment Advisory, Team-oriented, Social Media, Business Development, Business Analysis, Business Planning, Financial Analysis, Operations Management, Account Management, Investments
Education
Hope College 2011 — 2014
Bachelor of Arts (BA), Business Administration and Management, General
Miami University 2010 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
Brian Yarch Brian Yarch's Regal Investment Advisors Experience July 2010 - Present
Job Chief Operating Officer
Industry Financial Services
Experience
Regulus Advisors LLC June 2011 - Present
Regal Investment Advisors July 2010 - Present
Regal Financial Group January 2000 - Present
American Portfolios February 2010 - December 2014
AIG 2000 - 2010
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investments, Distributed Systems, Asset Management, Strategic Human..., Strategic Financial...
Education
Hope College 1995 — 1999
BA, Business, Econ, German
The American College
ChFC, CLU, LUTCF
Regulus Advisors LLC June 2011 - Present
Regal Investment Advisors July 2010 - Present
Regal Financial Group January 2000 - Present
American Portfolios February 2010 - December 2014
AIG 2000 - 2010
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investments, Distributed Systems, Asset Management, Strategic Human..., Strategic Financial...
Education
Hope College 1995 — 1999
BA, Business, Econ, German
The American College
ChFC, CLU, LUTCF
Paul M. Bailley's Regal Investment Advisors Experience August 2015 - Present
Job Financial Planner with Higgins & Bailley Wealth Management
Industry Financial Services
Experience
Higgins & Bailley Wealth Management 2009 - Present
Regal Investment Advisors August 2015 - Present
Wall Street Capitol 2001 - 2008
Greenville Grrrowl - Various other teams September 1997 - November 2000
Skills
Employee Benefits, Small Business, Insurance, Disability Insurance, Strategic Planning, Life Insurance, 401k, Fixed Annuities, Pensions, Retirement, Wealth Management, Customer Service, Strategic Financial..., Retirement Planning, Investments, Account Management, Sales, Team Building, Term Life Insurance, Estate Planning, Health Insurance, Contract Negotiation, Management, Sales Management, Financial Planning, Leadership
Education
University of Manitoba 1997 — 2001
Fort Richmond Collegiate 1992 — 1994
Higgins & Bailley Wealth Management 2009 - Present
Regal Investment Advisors August 2015 - Present
Wall Street Capitol 2001 - 2008
Greenville Grrrowl - Various other teams September 1997 - November 2000
Skills
Employee Benefits, Small Business, Insurance, Disability Insurance, Strategic Planning, Life Insurance, 401k, Fixed Annuities, Pensions, Retirement, Wealth Management, Customer Service, Strategic Financial..., Retirement Planning, Investments, Account Management, Sales, Team Building, Term Life Insurance, Estate Planning, Health Insurance, Contract Negotiation, Management, Sales Management, Financial Planning, Leadership
Education
University of Manitoba 1997 — 2001
Fort Richmond Collegiate 1992 — 1994
John Kailunas II's Regal Investment Advisors Experience June 2002 - Present
Job Founder CEO
Industry Financial Services
Experience
Regal Financial Group January 2000 - Present
Regal Investment Advisors June 2002 - Present
Regulus Advisors LLC July 2010 - Present
YPO-WPO 2006 - 2015
Young Presidents' Organization December 2010 - December 2012
John Hancock Life Insurance Company (U.S.A.) June 1995 - January 2000
Skills
Financial Planning, Investments, Retirement Planning, Wealth Management, Retirement, Insurance, Investment Advisory, Fixed Annuities, Finance, Life Insurance, Leadership, Small Business
Education
University of Detroit Mercy 1983 — 1986
Finance
Michigan State University 1982 — 1983
Regal Financial Group January 2000 - Present
Regal Investment Advisors June 2002 - Present
Regulus Advisors LLC July 2010 - Present
YPO-WPO 2006 - 2015
Young Presidents' Organization December 2010 - December 2012
John Hancock Life Insurance Company (U.S.A.) June 1995 - January 2000
Skills
Financial Planning, Investments, Retirement Planning, Wealth Management, Retirement, Insurance, Investment Advisory, Fixed Annuities, Finance, Life Insurance, Leadership, Small Business
Education
University of Detroit Mercy 1983 — 1986
Finance
Michigan State University 1982 — 1983
Cedric Soubry's Regal Investment Advisors Experience June 2014 - Present
Job Business Development at Regal Investment Advisors
Industry Financial Services
Experience
Regal Investment Advisors June 2014 - Present
Davenport University May 2011 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Davenport University 2011 — 2015
Master of Business Administration (MBA), Strategic Management
Davenport University 2007 — 2011
BBA, Sports Management
Regal Investment Advisors June 2014 - Present
Davenport University May 2011 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Davenport University 2011 — 2015
Master of Business Administration (MBA), Strategic Management
Davenport University 2007 — 2011
BBA, Sports Management