Petoskey, MI, November 1, 2019 — Regal Holdings, LLC is excited to announce the opening of a new office in Petoskey, MI to provide financial guidance to clients and additional support to advisors in the Midwest. “The beauty of Northern Michigan and the Great Lakes attracts those who love the outdoors. Our clients and advisors are no different,” said John Kailunas II, CEO and Founder. “We are in the financial service business — ease and access to our affiliates and retail clients are top priorities. As our firm has grown, we felt compelled to open a Regal Holdings service office in downtown Petoskey.”
For almost 20 years, Regal has been dedicated to providing a full range of services for financial advisors and clients alike. Headquartered in Kentwood, MI, Regal Holdings is comprised of Regal Investment Advisors, Regulus Advisors, Regal Financial Group, Regal Charitable, and its newest entity, LionShare.
The new office will be captained by Regal’s lead Advisor Advocate and Petoskey native, Lee Cole. Located at 314 Howard Street in downtown Petoskey, the office will be used to conduct advisor support activities and hold meetings with clients of Regal’s affiliated advisors. “We are excited to offer a service office to our advisors in the area and those visiting this iconic town for summer and winter recreation,” said Kailunas.
For more information regarding the Regal Holdings Petoskey office, contact Lee Cole at 616-224-2204 or by email at Lcole@regalfin.com.
Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC., an SEC Registered Investment Advisor. Regal Holdings, Regulus Advisors, Regal Investment Advisors, and Regal Financial Group. are affiliated entities. Registration with the SEC does not imply any level of skill or training.