Steve
Mankameyer

Regal Investment Advisors LLC

CRD#1045659
Investment Advisor
in Overland Park, KS

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About this Advisor

Steve Mankameyer is a certified financial planner based out of Overland Park, Kansas with a total of 9 years of relevant experience. Mankameyer currently works for Regal Investment Advisors LLC. Throughout their career, they have worked at Self Employed Security Financial Service, Sunset Financial Services, Inc, Regulus, LLC and Regal Investment Advisors. Mankameyer holds a Series 63 license, designating them as a securities agent, and is approved to serve investors in Kansas. Regal Investment Advisors LLC is an advisory firm operating out of Grand Rapids, MI. The firm has offices in 75 locations and a total of 112 people on staff. It handles $2 billion in total assets among its 11,768 accounts, making it one of the largest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 11,768 customer accounts, just 5% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually depend on the type of services provided. Fee types charged by Regal Investment Advisors LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

12501 Antioch Ste. 102
Overland Park, KS 66213

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Regal Investment Advisors LLC Brokerage Details

Total Assets Under Management

$2,042,753,790

KS Average: $943,424,332
Total Number of Employees

112

KS Average: 21
Total Number of Accounts

11,768

KS Average: 1,586
Average Account Size

$173,585

KS Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Steve Mankameyer Work History

Steve has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Regulus, LLC

2014 - Present (10 years)

Regal Investment Advisors

1988 - Present (36 years)

Self Employed Security Financial Service

2000 - 2014 (14 years)

Sunset Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steve Mankameyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Regal Investment Advisors LLC

Benjamin Westin
Grand Rapids, MI
Robert Palma
Grand Rapids, MI
Matthew Schiller
Independence, OH
Jon Erickson
Bellevue, WA
Lee Cole
Grand Rapids, MI
Anthony Burek
Monroe, MI
Daniel Ruble
Grand Rapids, MI
Todd Reno
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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