Joel Regier has been an investment adviser representative at Bondurant Investment Advisory since December 2023, and is not listed among the firm’s executive officers or direct owners.
Bondurant Investment Advisory, LLC is an Evanston, IL firm with $111M under management, 54 clients and 2 advisers in one office, as of its January 2026 filing.
Joel Regier’s longest registration is the current one, 2 years at Bondurant Investment Advisory since 2023. Before joining Bondurant Investment Advisory in 2023, Joel Regier was registered through Millennium Investment and Retirement Advisors, LLC and Brookstone Capital Management LLC.
- – present · 2 yearsEvanston, IL · Adviser representative · Firm CRD 297290
- Millennium Investment and Retirement Advisors, LLC– · 2 yearsRolling Meadows, IL · Adviser representative · Firm CRD 117868
- Brookstone Capital Management LLC– · 1 yearRolling Meadows, IL · Adviser representative · Firm CRD 141413
Investment adviser representative registrations
Joel Regier is registered as an investment adviser representative in Illinois, since December 2023.
- IllinoisSince 1 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joel Gilbert Regier
- CRD
- 7292974
- Firm
- Bondurant Investment Advisory · CRD 297290
- Office
- 805 GREENWOOD ST SUITE #1, Evanston, IL 60201
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Joel Regier work?
Joel Regier is an investment adviser representative registered through Bondurant Investment Advisory, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joel Regier a financial advisor?
Yes. Joel Regier has a current investment-adviser registration in Illinois, through Bondurant Investment Advisory since December 2023.
How many years of experience does Joel Regier have?
Joel Regier has 6 years in the financial industry, since September 2020, across 3 adviser firms.
What exams has Joel Regier passed?
Joel Regier passed the Series 65 in February 2020.
Where did Joel Regier work before Bondurant Investment Advisory?
Before Bondurant Investment Advisory, Joel Regier was registered through Millennium Investment and Retirement Advisors, LLC, October 2021 to November 2023; Brookstone Capital Management LLC, September 2020 to September 2021.
Where is Joel Regier based?
Joel Regier’s registered office is in Evanston, IL.
Is Joel Regier registered with FINRA?
No. Joel Regier has no current broker registration.
How can I verify Joel Regier’s record?
Search CRD 7292974 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Regier’s full registration record.