Spencer Lademan, financial advisor Kentwood MI

Spencer Lademan

CRD Number: 6806633
Current Firm: Regal Investment Advisors LLC

Spencer Lademan (CRD# 6806633) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Holdings, LLC Kentwood, MI Jan 2020 - Current 4
W&s Brokerage Services Cincinnati, OH Apr 2019 - Jan 2020 < 1
Western & Southern Life Grand Rapids, MI Mar 2019 - Jan 2020 < 1
Unemployed Greenville, NC Aug 2018 - Mar 2019 < 1
Edward Jones St Louis, MO Jun 2017 - Jul 2018 1
Grand Valley State University Allendale, MI Aug 2013 - Jun 2017 3
The Around Campus Group Grand Rapids, MI May 2016 - Aug 2016 < 1
Chemical Bank Hudsonville, MI Apr 2015 - Aug 2015 < 1
Dunhams Sporting Goods Howell, MI May 2014 - Aug 2014 < 1
Chemung Hills Country Club Howell, MI Mar 2011 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Spencer Lademan
Phone Number: 616-224-2204
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,550
    MILLIONS
  • Total Number of Accounts
    12,870
    ACCOUNTS
  • Average Account Value
    $198,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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