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2687 44Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-13 |
| KS | RA | APPROVED | 2014-11-14 |
Branch Locations
12501 Antioch Ste. 102, Overland Park, KS 66213 • United States
2687 44Th Street Se, Kentwood, MI 49512 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Security Financial Service | Overland Park | KS | 11/1988 | Present |
| Regulus Financial Group, Llc | Kentwood | MI | 11/2014 | Present |
| Regal Investment Advisors | Kentwood | MI | 11/2014 | Present |
Business Name: EFG Planning - Investment Related: Yes - Address: 12501 Antioch, Ste 102, Overland Park, KS 66213 - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Investment Advisory Services through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Insurance Agent/Registered Representative/Investment Advisor Representative - Start Date: 11/2014 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-30 |
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