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Brent Rhoads

Investment Advisor at Regal Investment Advisors
Intro Book
Brent Rhoads, a seasoned Investment Advisor with 12 years of experience, offers strategic financial planning, asset management, and wealth management services, leveraging his expertise in pension planning, mutual funds, and small business succession planning.
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Location
Midland, Michigan, United States, US
Skills
  • Strategic Financial Planning
  • Asset Management
  • Retirement Planning
  • Investment Advisory
  • Mutual Funds
  • Show all
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Bio

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Brent Rhoads is a seasoned investment professional with 12 years of experience in strategic financial planning, asset management, and wealth management. As a seasoned Investment Advisor at Regal Investment Advisors, he delivers tailored financial planning for clients approaching or in retirement, incorporating pension planning, life insurance, and small business succession planning. With a strong educational foundation in Business/Managerial Economics from Oakland University, Brent has established a reputation for integrity and innovation in the financial services industry.

Experience

  • Regal Investment Advisors
    • Midland, MI
    • Investment Advisor
      • Jul 2011 - Dec 2023
      • Midland, MI

      Brent delivers detailed financial planning for those who have a desire to achieve a solid financial foundation weather approaching retirement or in the retirement years. Our practice prides itself with integrity and innovation. Managing assets on a fee based platform allocated to equity or ETF active and tactical strategies designed for specific client risk tolerance and objectives. Pension planning is a critical need before one selects a payout option and Brent will design a financial plan outlining all available options. Pay-out election is irrevocable and one must not leave it to guess work. Life insurance planning, an area most people ignore weather personal, income replacement/estate planning and small business succession planning. We are focused on the overall need.

  • Capital Asset Advisory Services
    • Financial Advisor
      • Jan 2006 - Jun 2011

  • AIG/ American General
    • Financial Advisor
      • Sep 1995 - Dec 2005

  • Business Travel International
    • Midland, Michigan, United States
    • National Account Manager
      • Sep 1992 - Sep 1995
      • Midland, Michigan, United States

      National Account Manager

  • American Express Travel Related Services Company, Inc.
    • Memphis TN
    • National Account Manager
      • Jul 1987 - Sep 1992
      • Memphis TN

  • American Express Group & Incentive Services
    • Air Transportation Manager / Global Trip Director
      • Jan 1982 - Nov 1987

Education

  • 1985 - 1986
    Oakland University
    Business/Managerial Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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