Lynzie
Wolters

Eagle Strategies LLC

CRD#6156326
Investment Advisor
in Roseville, CA

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About this Advisor

Lynzie Wolters is a chartered financial consultant working in Roseville, California, with 3 years of industry experience. Wolters is an employee of Eagle Strategies LLC. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securitites, LLC, Capital Edge Insurance & Financial Services and Eagle Strategies, LLC. Wolters holds a Series 63 license, qualifying them as a securities agent, and can work in California. Eagle Strategies LLC is a registered investment business based in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 employees. It manages $17 billion in assets under management across its 87,580 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth clients who have greater than $1 million in investable assets. Eagle Strategies LLC offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the financial services offered. However, fees billed by Eagle Strategies LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2999 Douglas Blvd Suite 350
Roseville, CA 95661

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

CA Average: $7,464,549,021
Total Number of Employees

2,392

CA Average: 88
Total Number of Accounts

87,580

CA Average: 3,892
Average Account Size

$190,309

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Lynzie Wolters Work History

Lynzie has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Eagle Strategies, LLC

2016 - Present (8 years)

Capital Edge Insurance & Financial Services

2013 - Present (11 years)

New York Life Insurance Company

2013 - Present (11 years)

Nylife Securitites, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lynzie Wolters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Daniel Lopez
Thousand Oaks, CA
Vanessa Bucklin
Conrad, MT
Kyoung Lee
Fairfax, VA
Jaclyn Magbitang
San Mateo, CA
Bradley Brodersen
Lincoln, NE
Justin Lindahl
Madison, CT
Thuan Pham
San Jose, CA
Christopher Mcdonald
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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