Bill Regan, AAMS®, CAP®, RICP®
Financial Advisor
- Holds Series 7, 63 and 66 Securities Registrations from FINRA
- Accredited Asset Management Specialist (AAMS®)
- Chartered Advisor in Philanthropy (CAP®)
- Retirement Income Certified Professional® (RICP®)
- University of Kansas Graduate
Throughout his 25+ years of providing the highest quality personal and professional financial services, Bill Regan’s commitment has always been to help individuals, families, and business owners achieve their long-term wealth accumulation strategies, plan for retirement income needs, and understand life and health insurance solutions. As part of his commitment to people getting ready to retire, he offers educational workshops on Social Security and Medicare optimization strategies. Bill says, “I specialize in the needs of the senior market and look forward to earning your trust and confidence.”
Bill holds FINRA Series 7, 63, and 66 securities registrations. He is a graduate of the University of Kansas, and he continues to advance his education. His industry designations include: AAMS® Accredited Asset Management Specialist, CAP® Chartered Advisor in Philanthropy, and RICP® Retirement Income Certified Professional®.
Bill is a strong supporter of his local community. “My civic and community involvements include nonprofit board positions on Lee’s Summit R7 Education Foundation, Kansas City Homebuilders Charitable Foundation, Coldwater Foundation, Children Mercy Hospital Planned Giving Council, and American Red Cross; and participation with Masonic Lodge #263, Lake Winnebago Missouri Lions, KCRAR, Lee’s Summit Missouri Economic Development Council, hopeyourselfUP Youth Ministry, Pleasant Hill/Lee’s Summit Missouri Chamber of Commerce, Kansas City Royals Lancer, and City of Greenwood Missouri Councilman.”
Married to Karen, the couple has six grown children, and they love spending time with their 12 awesome grandchildren.
Enriching the Lives We Touch
Summit Pointe Financial provides personalized, custom plans for our clients. With a combination of financial planning, wealth management, risk management, tax planning, retirement planning and legacy planning, we tailor your plan with a specific set of recommended strategies and tactics to help you achieve your unique financial goals.
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Browse through the educational resources on our website to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help businesses and individuals and families with a full spectrum of financial strategies as part of your customized plan. Please feel free to contact us, we would love to speak with you.
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Three locations to serve you
Representatives are associated with specific locations, and availability may vary by office.
2641 N.E. McBaine Drive
Lee’s Summit, MO 64064
8500 W. 110th St Suite 510
Overland Park, KS 66210
3601 SW 29th St Suite 210
Topeka, KS 66614
© 2026 Summit Pointe Financial Group. All rights reserved. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. (877) 663-7267. Investment Advisory Services offered through O.N. Investment Management Company. Summit Pointe Financial does not provide tax advice, but we do coordinate our services and work together with our clients’ tax professionals. Estate planning services provided in conjunction with your licensed legal professional.
