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Joel R
Series 65
Evanston, IL
Bondurant Investment Advisory, LLC
Joel Regier is a financial advisor at Bondurant Investment Advisory, LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fifth Third Bank and Millennium Investment and Retirement Advisors, among other firms. Regier also teaches adult financial education classes through Regier Private Wealth Management, LLC. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, using quantitative methods and may employ derivatives strategies for hedging and income generation.
Justin K
CFP®, Series 65
Evanston, IL
Bondurant Investment Advisory, LLC
Justin Koress is a CFP® with five years of industry experience currently at Bondurant Investment Advisory, LLC in Evanston, IL. He previously worked at Strategic Wealth Partners and Bondurant Investment Management, LLC, and has a background that includes time at the University of Iowa and Lake Shore Country Club. Bondurant Investment Advisory provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, employing quantitative methods and using derivatives for hedging and income generation.
Scott B
Series 63, Series 65
Evanston, IL
Bondurant Investment Advisory, LLC
Scott Bondurant is a financial advisor with Bondurant Investment Advisory, LLC in Evanston, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Bondurant Investment Management since 2018 and serves as an adjunct professor at Northwestern University. Outside of his advisory role, he is an investor and officer at Unearthed Land Technologies and a trustee at Kenilworth Union Church. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios using quantitative methods and may employ derivatives and option strategies for hedging, income generation, or monetizing concentrated positions.
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