Tadd
Strabbing

Regal Investment Advisors LLC

CRD#7309647
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Tadd Strabbing is a financial advisor based in Grand Rapids, Michigan with a total of 1 year of industry experience. Strabbing currently works for Regal Investment Advisors LLC. Over the course of their career, Strabbing has held roles at Gentex, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Regulus Financial Group, LLC and Regal Investment Advisors, LLC. Strabbing has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Michigan. Regal Investment Advisors LLC is a firm based in Grand Rapids, MI. The firm has offices in 75 locations and a total of 112 people on staff. It handles $2 billion in assets under management between its 11,768 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 11,768 customer accounts, just 5% are held by high-net-worth clients who have at least $1 million in investable assets. Regal Investment Advisors LLC offers a broad assortment of services, such as 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 management fees largely depend on the type of services offered. Fees charged by Regal Investment Advisors LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

2687 44Th Street Se
Grand Rapids, MI 49512

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Regal Investment Advisors LLC Brokerage Details

Total Assets Under Management

$2,042,753,790

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

112

MI Average: 21
Total Number of Accounts

11,768

MI Average: 1,586
Average Account Size

$173,585

MI 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

Tadd Strabbing Work History

Tadd has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Regal Investment Advisors, LLC

2021 - Present (3 years)

Regulus Financial Group, LLC

2021 - 2021 (< 1 year)

Northwestern Mutual Investment Services LLC

2020 - 2021 (1 year)

Northwestern Mutual Life Insurance Company

2005 - 2020 (15 years)

Gentex

*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 Tadd Strabbing 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

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