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JV

Jill Anne Veenstra

REGAL INVESTMENT ADVISORS
KENTWOOD, MI
·CRD# 3222590·27 years experience

Professional Summary

Jill Anne Veenstra, who also goes by Jill Anne Miller, is a registered financial advisor currently at REGAL INVESTMENT ADVISORS LLC located in Kentwood, Michigan and REGULUS FINANCIAL GROUP, LLC located in Kentwood, Michigan. Jill is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jill has worked at 8 firms and has passed the Series 63, Series 66, Series 52TO, Series 99TO, SIE, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jill Anne Miller

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

REGAL INVESTMENT ADVISORS LLC·CRD# 125004
RIA
2687 44th Street Se, Kentwood, MI 49512
December 9, 2024 - Present
REGULUS FINANCIAL GROUP, LLC·CRD# 150631
BD
1. 2687 44th Street, Kentwood, MI 495122. 2687 44th Street, Se, Kentwood, MI 49512
June 24, 2024 - Present
CORECAP INVESTMENTS, LLC·CRD# 37068
BD
Southfield, MI
May 14, 2024 - July 8, 2024
OAKWOOD CAPITAL, INC.·CRD# 112399
RIA
Lowell, MI
March 22, 2022 - May 2, 2022
OAKWOOD CAPITAL SECURITIES, INC.·CRD# 21000
BD
Fort Myers, FL
March 15, 2022 - May 2, 2022
THE HUNTINGTON INVESTMENT COMPANY·CRD# 16986
RIA
Lowell, MI
May 17, 2016 - March 14, 2022
THE HUNTINGTON INVESTMENT COMPANY·CRD# 16986
BD
Lowell, MI
May 4, 2006 - March 14, 2022
FIFTH THIRD SECURITIES, INC.·CRD# 628
BD
Grandville, MI
July 26, 2005 - April 25, 2006
BANC ONE SECURITIES CORPORATION·CRD# 16999
BD
Chicago, IL
September 14, 1999 - February 10, 2004

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Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
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Current Firm

RI
REGAL INVESTMENT ADVISORS LLC

AARON & ASSOCIATES, LLC | WEALTH MANAGERS, LLC | WARBER WEALTH MANAGEMENT | VIP FINANCIAL | TURSI WEALTH MANAGEMENT | TRIDENT WEALTH PARTNERS | TORIMAX FINANCIAL GROUP, INC. | TITANIUM WEALTH ADVISORS, LLC | THIRD WAVE FINANCIAL | THE INVESTMENT CENTER OF ERIE | THE CUNNINGHAM GROUP | THE BURTON GROUP, LLC | SUMMIT FINANCIAL GROUP | STEVEN MICHAEL FINANCIAL GROUP | SIMON FINANCIAL SERVICES | SALUS FINANCIAL GROUP | RIVERBANK WEALTH MANAGEMENT | REGAL INVESTMENT ADVISORS LLC | REGAL FINANCIAL GROUP LLC | REGAL FINANCIAL GROUP | REGAL FINANCIAL ADVISORS | REGAL FAMILY OFFICE | REGAL CHARITABLE, LLC | PETERSON FINANCIAL STRATEGIES LLC | OWENS FINANCIAL GROUP, LLC | MUSGRAVE FINANCIAL SOLUTIONS | MICHAEL W. MORRISON, C.F.P | MERCADO FINANCIAL GROUP | LIONSHARE | LENSAK FINANCIAL | LEGACIES TODAY | KUHNDILLONUMBAUGH LLC | JONES WEALTH MANAGEMENT | HORIZON ADVISORS | HOLLAR FINANCIAL GROUP | FORTRESS MEGA, LLC | FOREST FINANCIAL PLANNING GROUP, LLC | FLYNN PLANNING GROUP | FISCHER WEALTH MANAGEMENT | EVERGREEN WEALTH MANAGEMENT, LLC | EFG PLANNING | EAGLE WEALTH CONSULTING, LLC | DURAND CAPITAL PARTNERS, LLC | COVENANT WEALTH ADVISORS | CORY THOMPSON & ASSOCIATES | CORNERSTONE WEALTH ASSOCIATES, LLC | COLD CREEK CAPITAL | CLEARVIEW WEALTH MANAGEMENT | CIRRUS RETIREMENT SOLUTIONS | CANBY GROVE CAPITAL | BRICK WEALTH MANAGEMENT | BETTRLIFE FINANCIAL SERVICES | BARRON FINANCIAL GROUP, LLC | BAILLEY GROUP WEALTH MANAGEMENT | BACE FINANCIAL | B&B ADVISOR GROUP | ADAMS & MCREYNOLDS, LLP

CRD#: 125004 / SEC#: 801-71923
RIA
Registered Investment Advisory firm - SEC (10/19/2010 Approved)
Alaska
Registered Investment Advisory firm - Alaska (10/21/2010 Terminated)
Florida
Registered Investment Advisory firm - Florida (10/21/2010 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (10/21/2010 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (11/1/2010 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (10/22/2010 Terminated)
Nebraska
Registered Investment Advisory firm - Nebraska (10/21/2010 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (10/21/2010 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (10/21/2010 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (10/22/2010 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (10/21/2010 Terminated)
South Dakota
Registered Investment Advisory firm - South Dakota (10/21/2010 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (10/21/2010 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2687 44th Street Se, Kentwood, MI 49512

Phone Number

(616) 224-2204

# of Employees

131

SEC notice filing (50 States and Territories)

Registered to provide investment advisory services in 50 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

REGAL INVESTMENT ADVISORS LLC ADV BROCHURE (4/15/2026)
LIONSHARE ADV PART 2A DISCLOSURE BROCHURE (3/30/2026)
ADVISOR CHOICE PROGRAM (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

13,473

AUM (Assets Under Management)

$2,877,296,720

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/06/2023Cover PageReport
12/06/2023Cover PageReport
12/06/2023Cover PageReport

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Scott Thomas Davison
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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Cherrywood Smokehouse, LLC - Investment Related: No - Address: 3423 Pinkney Rd, Lowell, MI 49331 - Nature of Business: Catering Business - Title or Relationship: Owner - Start Date: 10/25/2024 - Hours per month: 0 - Hours per month during trading hours: 0 - Duties: Owner of LLC for husband's catering business - no other duties.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
REGAL INVESTMENT ADVISORS LLC

AARON & ASSOCIATES, LLC | WEALTH MANAGERS, LLC | WARBER WEALTH MANAGEMENT | VIP FINANCIAL | TURSI WEALTH MANAGEMENT | TRIDENT WEALTH PARTNERS | TORIMAX FINANCIAL GROUP, INC. | TITANIUM WEALTH ADVISORS, LLC | THIRD WAVE FINANCIAL | THE INVESTMENT CENTER OF ERIE | THE CUNNINGHAM GROUP | THE BURTON GROUP, LLC | SUMMIT FINANCIAL GROUP | STEVEN MICHAEL FINANCIAL GROUP | SIMON FINANCIAL SERVICES | SALUS FINANCIAL GROUP | RIVERBANK WEALTH MANAGEMENT | REGAL INVESTMENT ADVISORS LLC | REGAL FINANCIAL GROUP LLC | REGAL FINANCIAL GROUP | REGAL FINANCIAL ADVISORS | REGAL FAMILY OFFICE | REGAL CHARITABLE, LLC | PETERSON FINANCIAL STRATEGIES LLC | OWENS FINANCIAL GROUP, LLC | MUSGRAVE FINANCIAL SOLUTIONS | MICHAEL W. MORRISON, C.F.P | MERCADO FINANCIAL GROUP | LIONSHARE | LENSAK FINANCIAL | LEGACIES TODAY | KUHNDILLONUMBAUGH LLC | JONES WEALTH MANAGEMENT | HORIZON ADVISORS | HOLLAR FINANCIAL GROUP | FORTRESS MEGA, LLC | FOREST FINANCIAL PLANNING GROUP, LLC | FLYNN PLANNING GROUP | FISCHER WEALTH MANAGEMENT | EVERGREEN WEALTH MANAGEMENT, LLC | EFG PLANNING | EAGLE WEALTH CONSULTING, LLC | DURAND CAPITAL PARTNERS, LLC | COVENANT WEALTH ADVISORS | CORY THOMPSON & ASSOCIATES | CORNERSTONE WEALTH ASSOCIATES, LLC | COLD CREEK CAPITAL | CLEARVIEW WEALTH MANAGEMENT | CIRRUS RETIREMENT SOLUTIONS | CANBY GROVE CAPITAL | BRICK WEALTH MANAGEMENT | BETTRLIFE FINANCIAL SERVICES | BARRON FINANCIAL GROUP, LLC | BAILLEY GROUP WEALTH MANAGEMENT | BACE FINANCIAL | B&B ADVISOR GROUP | ADAMS & MCREYNOLDS, LLP

CRD#: 125004 / SEC#: 801-71923
RIA
Registered Investment Advisory firm - SEC (10/19/2010 Approved)
Alaska
Registered Investment Advisory firm - Alaska (10/21/2010 Terminated)
Florida
Registered Investment Advisory firm - Florida (10/21/2010 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (10/21/2010 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (11/1/2010 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (10/22/2010 Terminated)
Nebraska
Registered Investment Advisory firm - Nebraska (10/21/2010 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (10/21/2010 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (10/21/2010 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (10/22/2010 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (10/21/2010 Terminated)
South Dakota
Registered Investment Advisory firm - South Dakota (10/21/2010 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (10/21/2010 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(12/12/2025)
RR
Alaska
(12/11/2025)
RR
Arizona
(7/2/2025)
RR
Arkansas
(12/10/2025)
RR
California
(4/20/2026)
RR
Colorado
(6/17/2025)
RR
Connecticut
(6/16/2025)
RR
Delaware
(4/20/2026)
RR
District of Columbia
(6/18/2025)
RR
Florida
(6/16/2025)
RR
Georgia
(2/24/2026)
RR
Hawaii
(5/29/2026)
RR
Idaho
(6/13/2025)
RR
Illinois
(6/20/2025)
RR
Indiana
(2/25/2026)
RR
Iowa
(2/18/2026)
RR
Kansas
(12/10/2025)
RR
Kentucky
(6/16/2025)
RR
Louisiana
(6/13/2025)
RR
Maine
(4/21/2026)
RR
Maryland
(6/20/2025)
RR
Massachusetts
(12/19/2025)
RR
Michigan
(12/9/2024)
IAR
Michigan
(12/9/2024)
RR
Minnesota
(6/16/2025)
RR
Mississippi
(6/20/2025)
RR
Missouri
(12/9/2025)
RR
Montana
(7/8/2025)
RR
Nebraska
(6/16/2025)
RR
Nevada
(2/18/2026)
RR
New Hampshire
(12/10/2025)
RR
New Jersey
(6/13/2025)
RR
New Mexico
(1/5/2026)
RR
New York
(4/28/2026)
RR
North Carolina
(4/20/2026)
RR
North Dakota
(2/18/2026)
RR
Ohio
(12/10/2025)
RR
Oklahoma
(6/16/2025)
RR
Oregon
(12/10/2025)
RR
Pennsylvania
(12/22/2025)
RR
Rhode Island
(2/25/2026)
RR
South Carolina
(6/16/2025)
RR
South Dakota
(6/13/2025)
RR
Tennessee
(4/21/2026)
RR
Texas
(6/14/2025)
RR
Utah
(12/10/2025)
RR
Vermont
(12/19/2025)
RR
Virginia
(2/19/2026)
RR
Washington
(2/20/2026)
RR
West Virginia
(12/9/2025)
RR
Wisconsin
(12/9/2025)
RR
Wyoming
(12/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2026About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Jan 2016About the Series 66 exam

Series 52TO — Municipal Securities Representative Examination

Passed May 2024About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1999About the Series 6 exam

Series 53 — Municipal Securities Principal Examination

Passed Aug 2017About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Apr 2010About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jill Anne Veenstra's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JV
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