Jill Anne Veenstra

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

• 04/2006 → 03/2022
  The Huntington Investment Company
  Columbus, OH
• 03/2022 → 06/2024
  My Ria Lawyer
  Lowell, MI
• 06/2024 → Present
  Regal Holdings, Llc
  Kentwood, MI

Previous Registrations

• 2022-03-22 → 2022-05-02
  Oakwood Capital, Inc.
  Lowell, MI
• 2016-05-17 → 2022-03-14
  The Huntington Investment Company
  Grand Rapids, MI
  Portland, MI
  Grand Rapids, MI
  Lowell, MI
  Lowell, MI
  Columbus, OH

Other Businesses

Business Name: Cherrywood Smokehouse, LLC - Investment Related: No - Address: 3423 Pinkney Rd, Lowell, MI 49331 - Nature of Business: Catering Business - Title or Relationship: Owner - Start Date: 10/25/2024 - Hours per month: 0 - Hours per month during trading hours: 0 - Duties: Owner of LLC for husband's catering business - no other duties.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-18
• S66 Uniform Combined State Law Examination
  2016-01-08

Other Names

• Jill Anne Miller