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Robert Morgan Regan

Regan Investments, Inc.

Minneapolis, MN

CRD 372976

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Employer firm

Regan Investments, Inc. CRD 121868

$67.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Regan Investments, Inc.

601 Carlson Parkway Suite 1050, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APP_PEND_IARCE 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1600 Utica Avenue South Suite 460, Minneapolis, MN 55416 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regan Investments, Inc. St. Louis Park MN 07/2002 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-11
  • S65 Uniform Investment Adviser Law Examination
    2002-09-11

View on SEC IAPD

Nearby Firms

HAYS FINANCIAL GROUP, LLC
THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS

Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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