Joel Gilbert Regier
Investment Adviser Representative at Bondurant Investment Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joel Gilbert Regier is an investment adviser representative with Bondurant Investment Advisory, LLC in Evanston, IL, where they have been registered since 2023. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Millennium Investment and Retirement Advisors, LLC and Brookstone Capital Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fifth Third BankMay 2005 – Mar 2020Chicago, IL
- UnemployedApr 2020 – Sep 2020Schaumburg, IL
- Brookstone Capital ManagementSep 2020 – Sep 2021Wheaton, IL
- Millennium Investment and Retirement Advisors, LLCOct 2021 – Nov 2023Rolling Meadows, IL
- Regier Private Wealth Management, LLCSep 2020 – no end date reportedRolling Meadows, IL
- Bondurant Investment Advisory, LLCDec 2023 – no end date reportedEvanston, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bondurant Investment Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $1,000,000 (waivable)
- First $1,000,0001.00%
- $1,000,001 - $5,000,0000.80%
- $5,000,001 - $10,000,0000.60%
- $10,000,001 - $20,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning, Wealth Management, and Legacy Planning, delivered through granular cash flow forecasting, needs-based Monte Carlo risk analysis, and customized institutional-quality portfolio construction.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Evanston, IL
- SEC file number:
- 801-134610
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 23, 2026
View full firm profileOther advisors at Bondurant Investment Advisory, LLC
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joel Gilbert Regier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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