Joel Regier, financial advisor Evanston IL

Joel Regier

CRD Number: 7292974
Current Firm: Bondurant Investment Advisory, LLC

Joel Regier (CRD# 7292974) is an Investment Advisor Representative working at Bondurant Investment Advisory, LLC in Evanston, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bondurant Investment Advisory, LLC Evanston, IL Dec 2023 - Current < 1
Regier Private Wealth Management, LLC Rolling Meadows, IL Sep 2020 - Current 3
Millennium Investment And Retirement Advisors, LLC Rolling Meadows, IL Oct 2021 - Nov 2023 2
Brookstone Capital Management Wheaton, IL Sep 2020 - Sep 2021 1
Unemployed Schaumburg, IL Apr 2020 - Sep 2020 < 1
Fifth Third Bank Chicago, IL May 2005 - Mar 2020 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Joel G. Regier
Phone Number: 847-370-2871
Registered State(s):
  • IL
Current Firm Details
Bondurant Investment Advisory, LLC
Firm's CRD Number: 297290
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $511,851
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

IL

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