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Steve Floyd Mankameyer

Regal Investment Advisors LLC

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About Steve Floyd Mankameyer

Steve Floyd Mankameyer is a financial advisor with Regal Investment Advisors LLC. Steve has been in the industry since 1983. Steve is registered with the state of Kansas and is licensed to sell securities in Florida, Kansas, Missouri, Ohio and South Carolina. Steve is also a Certified Financial Planner. In addition to his role with Regal Investment Advisors LLC, Steve is also an agent for EFG Planning. Steve provides financial and insurance services.

Firm Information

Steve Mankameyer is currently registered with Regal Investment Advisors LLC. Regal Investment Advisors LLC is an investment advisor with offices in KENTWOOD, MI. The firm manages $2,550,489,630 in regulatory assets under management. They provide financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has 94 licensed agents, 117 investment advisor representatives, 77 registered representatives, and 117 investment advisory functions. They work with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. They also participate in wrap fee programs.
Regal Investment Advisors LLC

2687 44TH STREET SE

KENTWOOD, MI 49512

$2.55B

Assets Under Management

73

Total Clients

118

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Third party fees

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Steve Mankameyer’s Registration & Firm History

KS

11/14/2014 - Present

Regal Investment Advisors LLC (OVERLAND PARK KS)

KS

02/15/2000 - 11/14/2014

SUNSET FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

CO

01/30/1997 - 02/14/2000

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

NJ

09/09/1982 - 10/13/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

06/09/1982 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/30/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Steve Floyd Mankameyer. Review regulatory record here.
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