Joel Gilbert Regier

Current Employers

Employment History

• 05/2005 → 03/2020
  Fifth Third Bank
  Chicago, IL
• 04/2020 → 09/2020
  Unemployed
  Schaumburg, IL
• 09/2020 → 09/2021
  Brookstone Capital Management
  Wheaton, IL
• 10/2021 → 11/2023
  Millennium Investment And Retirement Advisors, Llc
  Rolling Meadows, IL
• 09/2020 → Present
  Regier Private Wealth Management, Llc
  Rolling Meadows, IL
• 12/2023 → Present
  Bondurant Investment Advisory, Llc
  Evanston, IL

Previous Registrations

• 2021-10-01 → 2023-11-30
  Millennium Investment And Retirement Advisors, Llc
  Winston Salem, NC
  Rolling Meadows, IL
• 2020-09-03 → 2021-09-30
  Brookstone Capital Management Llc
  Wheaton, IL
  Rolling Meadows, IL

Other Businesses

1) Member; Regier Private Wealth Management, LLC; Investment Related: Yes; 1600 Golf Road Rolling Meadows, IL 60008; Duties: Teach Adult Financial Education Classes; 2020-09-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; 2) Agent; Candid Solutions; Investment Related: No; 1716 Kingston Lane Schaumburg IL, 60193; Duties: Refer opportunities for merchant processing and telecom sales; 2020-09-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 5; 3) Member; Insurance Products (Life, Long-term Disability, Long-term care); Investment Related: No; 1600 Golf Road Rolling Meadows, IL 60008; Duties: Sell and service insurance products; 2020-09-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 45;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-24

Other Names

• Joel Regier
• Joel Gilbert Regier