Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Regan is a registered investment advisor representative in Nebraska, with over 18 years of experience in the financial industry. He is currently affiliated with Orion Portfolio Solutions, LLC. Michael is a seasoned professional with extensive experience in portfolio management, including experience serving a variety of clients, including high net worth individuals, corporations, businesses, and charitable organizations. His specialties include portfolio management for individuals, businesses, and pooled investment vehicles, as well as pension consulting. He is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for educational savings & able plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
01/03/2019 - 06/04/2022
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
05/29/2012 - 10/30/2018
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
03/22/2012 - 06/15/2012
LEGENT CLEARING (OMAHA NE)
NE
11/04/2008 - 12/07/2011
TD AMERITRADE CLEARING, INC. (BELLEVUE NE)
NE
04/22/2006 - 12/07/2011
TD AMERITRADE, INC. (BELLEVUE NE)
NE
08/06/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/29/2005
Series 4 - Registered Options Principal Examination
BC
Issued 01/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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