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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-18 |
Branch Locations
2687 44Th Street Se, Kentwood, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Milwaukee Business Improvement District No 2 | Milwaukee | WI | 10/2018 | 11/2023 |
| Unemployed | Greendale | WI | 11/2023 | 02/2025 |
| Regal Investment Advisors, Llc | Brookfield | WI | 02/2025 | 11/2025 |
| Regal Investment Advisors, Llc | Kentwood | MI | 11/2025 | Present |
| Historic Third Ward Association | Milwaukee | WI | 03/1998 | 11/2018 |
Business Name: Wealth Health Advisors - Investment Related: Yes - Address: 18120 Elm Terrace Dr, Brookfield, WI 53045 - Nature of Business: Investment Advisory Activity through Regal Investment Advisors, LLC using a DBA name - Title or Relationship: Investment Advisor Representative - Start Date: 1/1/2026 - Hours per month: 160 - Hours per month during trading hours: 135 - Duties: Provide financial services. Business Name: Heartward Financial Coaching, LLC - Investment Related: No - Address: 5489 Olympia Dr, Greendale, WI 53129 - Nature of Business: This LLC is not used for anything currently. - Title or Relationship: Member - Start Date: 11/21/2020 - Hours per month: 0 - Hours per month during trading hours: 0 - Duties: None. This LLC is not currently being used.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
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