Financial ADVSR advisor directory · SEC adviser records
Eagle Strategies LLC financial advisors in Edina, MN
Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Edina, A to Z.
The short answer
10 registered advisors work at Eagle Strategies LLC in Edina, out of 2,273 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 10 are also registered broker representatives.
Eagle Strategies LLC advisors in Edina, A to Z
Every Eagle Strategies LLC advisor →- Jacqueline O. BoldtAlso a broker rep
- David J. DucheneChartered Financial Consultant · Also a broker rep
- Corrie A. HauxChartered Financial Consultant · Also a broker rep
- Lee A. KitzenbergAlso a broker rep
- Patrick T. LangAlso a broker rep
- Terry K. LewisCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Craig H. RoslienChartered Financial Consultant · Also a broker rep
- Taylor A. ThompsonAlso a broker rep
- Ashish TomarChartered Financial Consultant · Also a broker rep
- Ryan M. UtechtAlso a broker rep
Eagle Strategies LLC advisors in every city and state →Eagle Strategies LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Eagle Strategies LLC advisors in other cities
New York, NY 121Waltham, MA 65Dallas, TX 32Melville, NY 29White Plains, NY 27Frisco, TX 26Houston, TX 25Austin, TX 24Glendale, CA 22Vienna, VA 22Charlotte, NC 21Denver, CO 21San Antonio, TX 19Edison, NJ 18Saddle Brook, NJ 18
Other firms in Edina
All Edina advisors →Ameriprise Financial Services, LLC 154RBC Capital Markets, LLC 40LPL Financial LLC 34Cetera Investment Advisers LLC 29Robert W. Baird & Co. Incorporated 26Charles Schwab & Co., Inc. 24Strategic Advisers LLC 21Tradition Wealth Management LLC 20Punch & Associates Investment Management, Inc. 16Schwab Wealth Advisory, Inc. 15Osaic Wealth, Inc. 14Valic Financial Advisors, Inc. 14
Questions
How many financial advisors does Eagle Strategies LLC have in Edina?
10 investment adviser representatives are registered at Eagle Strategies LLC offices in Edina, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.
Is Eagle Strategies LLC one of the largest advisor employers in Edina?
Eagle Strategies LLC ranks number 13 in Edina by registered advisors; Ameriprise Financial Services, LLC has the most, with 154.
How do I check a Eagle Strategies LLC advisor in Edina?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Eagle Strategies LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.