Donald Nate Carlson
Corporate Officer/Principal at Regal Financial Group LLC
Donald Nate Carlson active positions
| Companies | Position | Start | End |
|---|---|---|---|
Regal Financial Group LLC
 Regal Financial Group LLC Investment ManagersFinance Regal Financial Group LLC provides financial services. It specializes in retirement planning, investment management and multi-generational planning. The company was founded by John A. Kailunas II in 2000 and is headquartered in Kentwood, MI. | Corporate Officer/Principal | - | - |
Regal Investment Advisors LLC
 Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Portfolio Manager-Equities | 2010-12-31 | - |
Career history of Donald Nate Carlson
Former positions of Donald Nate Carlson
| Companies | Position | Start | End |
|---|---|---|---|
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Corporate Officer/Principal | 2005-09-30 | 2009-02-28 |
Training of Donald Nate Carlson
| Lake Superior State University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Regal Financial Group LLC
Regal Financial Group LLC Investment ManagersFinance Regal Financial Group LLC provides financial services. It specializes in retirement planning, investment management and multi-generational planning. The company was founded by John A. Kailunas II in 2000 and is headquartered in Kentwood, MI. | Finance |
Regal Investment Advisors LLC
Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Finance |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Finance |
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