Joel Gilbert Regier
Investment adviser representative at Bondurant Investment Advisory, LLC
21 yearsExperience
1 stateRegistered in
$111.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Bondurant Investment Advisory, LLCDec 2023 to now
- Regier Private Wealth Management, LLCSep 2020 to now
- Millennium Investment and Retirement Advisors, LLCOct 2021 to Nov 2023
- Brookstone Capital ManagementSep 2020 to Sep 2021
- UnemployedApr 2020 to Sep 2020
- Fifth Third BankMay 2005 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bondurant Investment Advisory, LLC
$111.1MAssets managed
54Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7292974
- Firm CRD
- 297290