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CFP

Steve Mankameyer

Regal Investment Advisors LLC
43 Years of Experience
Overland Park, KS
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Steve Mankameyer is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Overland Park, KS, with 43 years of industry experience. Steve is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B in assets under management.

Regal Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
8,302 clients
Average Client Portfolio
$347K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12501 Antioch, Ste. 102, Overland Park, KS, 66213

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1998
Settled
Customer Dispute
January 1996
Settled
Customer Dispute
November 1995
Settled
Customer Dispute
August 1995
Settled
Customer Dispute
January 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Steve provides financial and insurance services through EFG Planning, using a DBA name for his work as a Registered Representative and Investment Advisor Representative. This activity takes nearly all of Steve's time.

Employment History
Current Registrations
Regal Investment Advisors LLC
November 2014 - Present · 11 yrs 11 mos
Regulus Financial Group, LLCBroker
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Sunset Financial Services, INC.
June 2001 - November 2014 · 13 yrs 5 mos
Sunset Financial Services, INC.Broker
February 2000 - November 2014 · 14 yrs 9 mos
Multi-Financial Securities CorporationBroker
January 1997 - February 2000 · 3 yrs 1 mo
Pruco Securities CorporationBroker
September 1982 - October 1995 · 13 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
June 1982 - December 1993 · 11 yrs 6 mos
State Registrations6 states
FLKSMOOHSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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