Jordan David Fischer

Employer firm

Regal Investment Advisors LLC CRD 125004

$2.88B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 11/2016
  Principal Life Insurance Company
  Lansing, MI
• 07/2016 → 11/2016
  Principal Securities Inc
  Lansing, MI
• 11/2016 → 05/2017
  Unemployed
  Lansing, MI
• 06/2017 → 11/2018
  Michael Michalak
  Grand Rapids, MI
• 09/2017 → 11/2018
  Nylife Securities Llc
  Grand Rapids, MI
• 11/2018 → Present
  Regal Financial Group
  Kentwood, MI

Previous Registrations

• 2016-09-21 → 2016-11-28
  Principal Securities, Inc.
  Lansing, MI

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 333 Bridge St NW Suite 600, Grand Rapids MI 49504; Commissions; 1 hour per month; investment related]

Exams

• S66 Uniform Combined State Law Examination
  2016-08-17

Designations

• Certified Financial Planner