Patrick Regan is a registered investment advisor at D.A. Davidson & CO., based in Omaha, NE, with 25 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
450 Regency Parkway, Suite 400, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is an endowment committee member for St Vincent de Paul Church, has 90% ownership in The Regan Group Inc., and is treasurer for Estates of Huntington Park HOA. He also serves on the investment/finance committee for Omaha Archdiocese Archbishop's Committee for Development and the finance committee for Marian High School.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Captrust Financial Advisors
Captrust Financial Advisors, LLCBroker
State Registrations28 states
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