Steve Mankameyer
Steve Mankameyer is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Overland Park, KS, with 42 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
12501 Antioch, Ste. 102, Overland Park, KS, 66213
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 1998Customer Dispute
January 1996Customer Dispute
November 1995Customer Dispute
August 1995Customer Dispute
January 1995Other 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
Regulus Financial Group, LLCBroker
Previous Registrations
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Multi-Financial Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations6 states
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.