Jill Veenstra
Jill Veenstra is a registered investment advisor at Regal Investment Advisors LLC, based in Kentwood, MI, with 23 years of industry experience. Jill 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
Location
2687 44th Street Se, Kentwood, MI, 49512
Get directionsHistory
Regulatory History (2)
Regulatory
June 2014Regulatory
November 2004Other Business Activities
Jill is the owner of Cherrywood Smokehouse, LLC, a catering business owned by her husband. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Regal Investment Advisors LLC
Regulus Financial Group, LLC
Regulus Financial Group, LLCBroker
Previous Registrations
Corecap Investments, LLCBroker
Gardner Advisors INC.
Gardner Financial Services, INC.Broker
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.Broker
Banc One Securities CorporationBroker
State Registrations51 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.
Exams
More Advisors
- Jordan Fischer, CFPRegal Investment Advisors LLC
- Andrew Bopra, CFPLPL Financial LLC
- Jonathan Wendt, CFPLPL Financial LLC
- David Sponhauer, CFPMattson Financial Services, LLC
- Brian Yarch, ChFC