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Matthew Michael Regan

Mariner Independent

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About Matthew Michael Regan

Matthew Michael Regan is an investment advisor representative currently associated with Mariner Independent. Matthew has been in the industry since September 2010. Matthew is registered with the state of California and Texas. Matthew has a Series 65 license. Matthew's previous employment includes positions at KLS, A Division of Boston Private, Richardson Kontogouris Emerson LLP, Boston Private Wealth LLC, Towerpoint Wealth, LLC, AdvicePeriod, LLC and Mariner Platform Solutions. Matthew is associated with RGH Wealth Advisors, LLC, where Matthew is a Senior Associate and provides investment advisory services through the Mariner platform solutions. Matthew is also a registered investment advisor representative with Mariner Platform Solutions, where he provides investment advisory services. Matthew is also associated with RGH Wealth Advisors, LLC, where he is a Senior Associate and provides investment advisory services. Matthew's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Matthew Regan is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Regan’s Registration & Firm History

CA

04/04/2024 - Present

Mariner Independent (Roseville CA)

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Licenses & Designations

IA

Issued 12/21/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Michael Regan.
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