Joseph
Vander Linde

Eagle Strategies LLC

CRD#6869929
Investment Advisor
in Timnath, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Vander Linde is a financial advisor based in Timnath, Colorado, working with Eagle Strategies LLC. Joseph has previously held positions at Interactive Health, Scribe America, Dr. Daniel Bendetowicz, Flagler Hospital, Irbg Tile And Stone, Mayo Clinic, New York Life Insurance Co, Nylife Securities, LLC, University Of North Florida, Eagle Strategies LLC, and Noble Capital Group, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Joseph is part of Eagle Strategies LLC, which operates out of Timnath, 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

Series 66

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

Timnath, CO

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

CO Average: 88
Total Number of Accounts

95,287

CO Average: 3,892
Average Account Size

$213,647

CO 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

Joseph Vander Linde Work History

2021 - Present (3 years)

Eagle Strategies LLC

2021 - Present (3 years)

Noble Capital Group, LLC

2017 - Present (7 years)

New York Life Insurance Co

2017 - Present (7 years)

Nylife Securities, LLC

2017 - 2017 (< 1 year)

Interactive Health

2016 - 2017 (1 year)

Scribe America

2015 - 2016 (1 year)

Dr. Daniel Bendetowicz

2015 - 2015 (< 1 year)

Irbg Tile And Stone

2014 - 2015 (1 year)

Flagler Hospital

2012 - 2015 (3 years)

Mayo Clinic

2011 - 2015 (4 years)

University Of North Florida

Disclosures

Please visit the SEC profile of Joseph Vander Linde 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

Arjun Srivastava
Scottsdale, AZ
Arvind Saxena
Fremont, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started