Paul Russell Cunningham

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

• 04/1998 → Present
  Cunningham Group
  Denver, CO
• 09/2013 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 08/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 07/2020
  Woodbury Financial Services, Inc.
  Denver, CO
• 03/2019 → 07/2020
  Woodbury Financial Services, Inc.
  Denver, CO
• 07/2020 → 07/2022
  Cetera Advisor Networks, Llc
  El Segundo, CA
• 07/2020 → 07/2022
  Advisornet Wealth Management
  Minneapolis, MN
• 07/2020 → 07/2022
  Advisornet Financial Partners
  Denver, CO
• 10/2018 → 07/2024
  Pual Cunningham
  Denver, CO
• 07/2022 → 01/2024
  Woodbury Financial Services Inc
  Denver, CO
• 01/2024 → 07/2024
  Osaic Wealth, Inc.
  Denver, CO
• 07/2024 → Present
  Regal Investment Advisors, Llc
  Kentwood, MI

Previous Registrations

• 2024-01-19 → 2024-08-09
  Osaic Wealth, Inc.
  Denver, CO
• 2022-07-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Denver, CO
  Torrance, CA
  Denver, CO
• 2020-07-10 → 2022-07-14
  Advisornet Wealth Partners
  Peoria, AZ
  Denver, CO
  Minnetonka, MN
  Denver, CO
• 2019-03-01 → 2020-07-17
  Woodbury Financial Services, Inc.
  Denver, CO
• 2017-10-17 → 2019-03-01
  Questar Asset Management, Inc.
  Westminster, CO
  Denver, CO

Other Businesses

Business Name: The Cunningham Group, Inc - Investment Related: Yes - Address: 1726 Cole Blvd, Bldg 22, Suite 110, Denver, CO 80401 - Nature of Business: Investment Advisor Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Insurance Agent/Investment Advisor Representative - Start Date: 4/01/1998 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-17
• S63 Uniform Securities Agent State Law Examination
  2006-08-28

Other Names

• Paul Russell Cunningham