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KL

Kelley Luttrull

REGULUS FINANCIAL GROUP
KENTWOOD, MI
·CRD# 7363208·3 years experience

Professional Summary

Kelley Luttrull, who also goes by Luttrull Kelley, is a registered financial advisor currently at REGULUS FINANCIAL GROUP, LLC located in Kentwood, Michigan. Kelley is registered as a RR (Registered Representative) and started their career in finance in 2023. Kelley has worked at 1 firm and has passed the Series 27 exam.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Luttrull Kelley

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Videos & Posts

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Contact Information

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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

3 years in the financial services industry

Current & Past Employments

REGULUS FINANCIAL GROUP, LLC·CRD# 150631
BD
2687 44th Street, Kentwood, MI 49512
March 28, 2023 - Present

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Current Firm

RF
REGULUS FINANCIAL GROUP, LLC

REGULUS ADVISORS, LLC | REGULUS, LLC | REGULUS FINANCIAL GROUP, LLC

CRD#: 150631 / SEC#: 8-68275
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

2687 44th Street, Se, Kentwood, MI 49512

Mailing Address

2687 44th Street, Se, Kentwood, MI 49512

Phone Number

(616) 224-2204

Established

Michigan since 12/28/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
REGAL HOLDINGS OF AMERICA, LLCMEMBER—
CARLSON, DONALD NATE MR.PRESIDENT2903454
LUTTRULL, KELLEYFINANCIAL OPERATIONS PRINCIPAL / CHIEF FINANCIAL OFFICER7363208
VEENSTRA, JILL ANNECHIEF COMPLIANCE OFFICER/AMLCO3222590

Disclosures

Regulatory Event

5

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 27 — Financial and Operations Principal Examination

Passed Mar 2023About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Kelley Luttrull's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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