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Providing Personalized Financial Guidance to the Greater Grand Rapids Area

Located off 44th Street and Breton, our office is fully staffed with financial professionals who are ready to turn your financial goals into a guided strategy. At Regal, we take a client-first approach to our financial planning services, including retirement, and multi-generational insurance solutions.

Started in 2000, Regal Financial Group was built upon the virtues of integrity, innovation, and independence. We strive to become acquainted with you personally to help you make smarter financial decisions. We believe that by building strong relationships with our clients, we can help provide financial guidance that is aligned with your goals. Using the Regal Way, we get to understand your goals and dreams, and apply our expertise to help you achieve your desired outcomes. Our goal is to help you become a better investor and create a financial plan that is right for you.


Don Carlson

CFEd®

EVP PARTNER / FINANCIAL ADVISOR1

Jordan Fischer 

CFP®, AIF® 

FINANCIAL ADVISOR1

Christopher Wilks

LUTCF®, FSS®

REGISTERED REPRESENTATIVE3


Mark Grooters (APEX)

FINANCIAL ADVISOR1


H. Kent Heise

AEP®, CLU®, ChFC®

FINANCIAL ADVISOR1

John Kailunas II (APEX)

LUTCF®, FSS®

FOUNDER & CEO / FINANCIAL ADVISOR1



Larry Taunt

CFP®, ChFC®, CLU®, CASL®

PORTFOLIO MANAGER / FINANCIAL ADVISOR1

Jim White

MBA

FINANCIAL ADVISOR1

Brian Yarch (APEX)

CLU®, ChFC®, LUTCF®

FINANCIAL ADVISOR1


Riskalyze
5 Minute Risk Survey





Questions? Contact the Grand Rapids office today!


2687 44th Street SE | Kentwood, MI 49512
p. 800.357.4757 |  f. 616.458.7402
info@regalfin.com

   





1Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors, and Regulus Financial Group, LLC are affiliated entities.

2Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regal Financial Group and Regal Investment Advisors, LLC are affiliated entities. Registration with the SEC does not imply and level of skill or training.

3Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC.