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John K

Series 63, Series 65

Farmington Hills, MI

Regal Advisory Services, Inc.

John Kloster is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Regal Advisory Services since 2016 and is also the owner of Kloster Capital Management LLC, an entity he established in 1995 to accept compensation from Regal. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm employs a blend of fundamental and quantitative research tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with access to various investment programs and third-party managers.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Active portfolio management Concentrated stock management
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Marilyn C

Series 63, Series 65

Farmington Hills, MI

Regal Advisory Services, Inc.

Marilyn Carter Hogan is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Regal Securities since 2012 and is the founder of Carter Capital Management. Additionally, she serves as vice president of the Huron Valley Referral Network, a non-investment-related community organization. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors. The firm manages approximately $113.5 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, using a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Active portfolio management Concentrated stock management
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