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John Kailunas II

John Kailunas II

Chief Executive Officer at Regal Holding Group LLC

Grand Rapids, Michigan

Regal Financial Group, LLC is our retail brand that provides financial planning and wealth management for individuals, small business and a select group of families. Regal Financial Group affiliates pride themselves on three key principles: Integrity, Innovation, and Independence. We place our clients interests first.

Regal Investment Advisors, LLC is an SEC Registered Investment Advisory Firm. Regal Investment Advisers redefines open architecture with four different custodian platforms: Fidelity, TD Ameritrade, Pershing, and Schwab.

Regulus is our independent broker dealer that clears on Pershing platform. Our Technology platform is robust, but our ability to help affiliates build their practice is paramount to our efforts and offerings.

With over 130+ affiliates combined nation wide, on both our RIA and Broker Dealer platforms we have over 1.7 Billion in AUA / 1.7 B AUM (Aug 2021) for our clients. We have scale to compete with our large competitors, but are nimble enough to capture opportunities.

Our affiliates span from California to Florida and enjoy the piece of mind knowing that they are independent, and aligned with a progressive organization that puts clients and advisors needs first.

Specialties: Practice Management, Marketing, and Recruiting, in the Financial Service Arena. Noted Speaker, and Author


Experience:

  • Chief Executive Officer (Regal Holdings)
  • East Central Deal Network Ambassador (Young Presidents' Organization)
  • Founder (Regulus)
  • Founder /CEO (Regal Investment Advisors)
  • Founder /CEO (Regal Financial Group)
  • Member (YPO-WPO Networks)

Skills:

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