Kurt
Rahe
Eagle Strategies LLC
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About this Advisor
Kurt Rahe is a financial advisor who works out of Huntsville, Alabama, with a total of 4 years of industry experience. Rahe currently works for Eagle Strategies LLC. Over the course of their career, they have held roles at Metropolitan Life Insurance Company, Metlife Securities Inc, Sagepoint Financial Inc, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, New York Life Insurance Company, Nylife Securities LLC and Eagle Strategies LLC. Rahe maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama and Georgia. Eagle Strategies LLC is a registered investment company operating out of New York, NY. The firm has offices in 828 locations and a total of 2,392 financial advisors. It handles $17 billion in assets across its 87,580 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% belong to high-net-worth investors who have at least $1 million in investable assets. Eagle Strategies LLC performs a number 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. A financial advisor's fees are based on which service is offered. However, fees billed by Eagle Strategies LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Kurt Rahe Work History
Kurt has been registered as a financial advisor for 4 years.*
New York Life Insurance Company
Nylife Securities LLC
Eagle Strategies LLC
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
Sagepoint Financial Inc
Metropolitan Life Insurance Company
Metlife Securities Inc
*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 Kurt Rahe 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
Fairfax, VA
Tacoma, WA
Madison, CT
Chicago, IL
Matthews, NC
San Mateo, CA
Lincoln, NE
San Jose, CA
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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