Erik
Brandt
Eagle Strategies LLC
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About this Advisor
Erik Brandt is a financial advisor based in Denver, Colorado, working with Eagle Strategies LLC. Erik has previously held positions at Project Rise Fitness, Colorado State University, Old Town Athletic Club, Pulcinella Pizzeria, Winter Park Resort, Deno's Mountain Bistro, Bizzarros Of West Melbourne, Blacks Fish House, Crossfit Cherry Creek, Eastern Florida State College, New York Life Insurance Co, Nylife Securities LLC, Noble Capital Group, LLC, Eagle Strategies LLC, Ethos Wealth Strategies LLC, and High Point Financial Group, LLC. Erik has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Erik is part of Eagle Strategies LLC, which operates out of Denver, Colorado. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Erik Brandt Work History
High Point Financial Group, LLC
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
Ethos Wealth Strategies LLC
Noble Capital Group, LLC
Project Rise Fitness
Crossfit Cherry Creek
Colorado State University
Old Town Athletic Club
Pulcinella Pizzeria
Deno'S Mountain Bistro
Winter Park Resort
Blacks Fish House
Bizzarros Of West Melbourne
Eastern Florida State College
Disclosures
Please visit the SEC profile of Erik Brandt 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
Scottsdale, AZ
Newport Beach, CA
Pensacola, FL
Gillette, WY
Fremont, CA
Renton, WA
Oklahoma City, OK
Glendale, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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